- 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 to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Earnings season can move markets. What is it and why is it important?
Being healthy not only makes you feel good, it may also help you financially.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that home, you invested that money?
Have you explored all of your choices when it comes to managing your taxable income?
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.
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.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.