What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Rightsizing for Retirement
What does your home really cost?
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Are women prepared for a 20-year retirement?
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Your credit score may influence how much you pay for auto and home insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When markets shift, experienced investors stick to their strategy.
There are hundreds of ETFs available. Should you invest in them?
The market is as unpredictable as the weather. We’d love to help you prepare.