- 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
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
How long does a $20 bill last?
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.