- 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
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Knowing your options when a CD matures can help you make a sound investment decision.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
In the face of divorce, making changes to insurance coverage may be overlooked.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
There’s an alarming difference between perception and reality for current and future retirees.
$1 million in a diversified portfolio could help finance part of your retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.