Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What kind of auto insurance should you have? Do you know?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Lifestyle considerations in creating your retirement portfolio.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
At what point can you call a personal vehicle commercial?
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There’s an alarming difference between perception and reality for current and future retirees.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The market is as unpredictable as the weather. We’d love to help you prepare.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Recent changes in estate tax laws could affect the strategy you have in place.