A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A change in your mindset during retirement may drive changes to your portfolio.
Here's a breakdown of how the federal government spends your tax money.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How long does a $20 bill last?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A bucket plan can help you be better prepared for a comfortable retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Are you ready for retirement? Here are five words you should consider.
$1 million in a diversified portfolio could help finance part of your retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Smart investors take the time to separate emotion from fact.