When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
At what point can you call a personal vehicle commercial?
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Estate conservation is too important to put off. Do you have a smart exit strategy?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
This video discusses issues related to your retirement accounts when you move on from your job.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.