- 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
Rightsizing for Retirement
What does your home really cost?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The uncertainties we face in retirement can erode our sense of confidence.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The decision whether to buy or rent a home may have long-term implications.
What if instead of buying that home, you invested that money?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
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.