Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The uncertainties we face in retirement can erode our sense of confidence.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
With alternative investments, it’s critical to sort through the complexity.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
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.
$1 million in a diversified portfolio could help finance part of your retirement.