Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
It sounds simple, but paying yourself first can really pay off.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Recent changes in estate tax laws could affect the strategy you have in place.
When do you need a will? The answer is easy: right now.
Do you have causes that you want to support with donations? Here are three tips.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.