What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Here’s a guide to explain all the parts of Medicare.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Beware of these traps that could upend your retirement.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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 bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The decision whether to buy or rent a home may have long-term implications.
Here are five facts about Social Security that might surprise you.
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.