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.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Healthy habits are one of the greatest gifts to give your child.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
It may help your business be better prepared in the event of the death of a principal or key employee.
Beware of these traps that could upend your retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
All about how missing the best market days (or the worst!) might affect your portfolio.
With alternative investments, it’s critical to sort through the complexity.
Smart investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?
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.