Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A few strategies that may help you prepare for the cost of higher education.
Probate can be a completely public process, or it can be managed to include as little information as possible.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Explaining the SECURE Act and how the changes affect your retirement strategy.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know these three personal finance sayings?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
You’ve made investments your whole life. Work with us to help make the most of them.