Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Second marriages are a trigger event to revisit any existing estate strategies.
Learn when it may not make sense to file a claim on your home insurance.
Important items to consider when purchasing condo insurance.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Knowing the rules may help you decide when to start benefits.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn how to harness the power of compound interest for your investments.
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Smart investors take the time to separate emotion from fact.
All about how missing the best market days (or the worst!) might affect your portfolio.