- Creating inflation-adjusted income designed to last a lifetime
- Maximizing Social Security
- Planning IRA/401K/403b distributions
- Developing tax-efficient income
- Designing multi-generational strategies
- Protecting family assets
- Establishing and implementng a business succession plans
- Utilizing life, disability and long-term care insurance
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Probate can be a completely public process, or it can be managed to include as little information as possible.
The tax rules that govern donating art are complex and confusing. Take a closer look.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Five creative (and inexpensive) ideas for motivating your employees.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
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.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Taking your Social Security benefits at the right time may help maximize your benefit.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
What if instead of buying that home, you invested that money?
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.