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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Is your estate in order? This short quiz may help you assess your overall strategy.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Term insurance is the simplest form of life insurance. Here's how it works.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
With alternative investments, it’s critical to sort through the complexity.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
$1 million in a diversified portfolio could help finance part of your retirement.
Smart investors take the time to separate emotion from fact.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.