A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Purchasing homeowners insurance is critical for protecting your home.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like old receipts in a junk drawer.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?