What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Building Your Legacy
A four-step framework for building a personal legacy.
Do You Owe The AMT?
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.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Four vacation destinations you might never have thought of.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Why are 401(k) plans, annuities, and IRAs so popular?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What is your plan for health care during retirement?
When should you take your Social Security benefit?