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.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
How long does a $20 bill last?
A few strategies that may help you prepare for the cost of higher education.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A look inside the U.S. government's statistics on household net worth.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
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.
When do you need a will? The answer is easy: right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Even low inflation rates can pose a threat to investment returns.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.