Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A four-step framework for building a personal legacy.
A quick look at how federal income taxes work.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A special needs trust helps care for a special needs child when you’re gone.
If you died, what would happen to your email archives, social profiles and online accounts?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The decision whether to buy or rent a home may have long-term implications.
Do you know these three personal finance sayings?