The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Is your estate in order? This short quiz may help you assess your overall strategy.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Five creative (and inexpensive) ideas for motivating your employees.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When do you need a will? The answer is easy: Right Now.
There are three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What if instead of buying that vacation home, you invested the money?
What is your plan for health care during retirement?