What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
How Income Taxes Work
A quick look at how federal income taxes work.
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.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
It sounds simple, but paying yourself first can really pay off.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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 the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are three things to consider before dipping into retirement savings to pay for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Smart investors take the time to separate emotion from fact.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Recent changes in estate tax laws could affect the strategy you have in place.