Federal estate taxes have long since been a lucrative source of funding for the federal government.
Marriage changes everything, including your insurance needs.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial professional about changes in your situation.
Make your retirement as exciting as your next vacation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Bucket lists don’t have to be for tomorrow.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When you retire, how will you treat your next chapter?