Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
One of the most common questions people ask about Social Security is when they should start taking benefits.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Are you ready for retirement? Here are five words you should consider.
Do you have causes that you want to support with donations? Here are three tips.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There’s an alarming difference between perception and reality for current and future retirees.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.