Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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.
Here's a breakdown of how the federal government spends your tax money.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Military families face unique challenges, making personal finance even more critical.
Investors who put off important investment decisions may face potential consequence to their future financial security.
A letter of instructions provides additional and more personal information regarding your estate.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
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.
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 some key concepts to understand when investing for retirement
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: right now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.