Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Fed and How It Got That Way
A quick history of the Federal Reserve and overview of what it does.
Couples may be able to head off many of the problems in a marriage that money can cause.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This worksheet can help you estimate the costs of a four-year college program.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Bonds may outperform stocks one year only to have stocks rebound the next.
It's important to understand how inflation is reported and how it can affect investments.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?
Recent changes in estate tax laws could affect the strategy you have in place.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What if instead of buying that home, you invested that money?