Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How Income Taxes Work
A quick look at how federal income taxes work.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Understanding how a stock works is key to understanding your investments.
For many, retirement includes contributing their time and talents to an organization in need.
Understanding the economy's cycles can help put current business conditions in better perspective.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Using smart management to get more of what you want and free up assets to invest.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
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.
Do you have causes that you want to support with donations? Here are three tips.
It's easy to let investments accumulate like the junk in a junk drawer.
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding the cycle of investing may help you avoid easy pitfalls.