Is your estate in order? This short quiz may help you assess your overall strategy.
This article may help you maximize the benefits of your donation for your chosen charity.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
How Medicare can address health care needs in your retirement strategy.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It’s never a bad time to speak with your financial professional about changes in your situation.
Do you know how to set up your financial goals for success? This knight does.
Do you know these three personal finance sayings?
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?