Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
What kind of auto insurance should you have? Do you know?
It's important to understand the pros and cons when considering a prepaid debit card.
The uncertainties we face in retirement can erode our sense of confidence.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Try these activities to keep your brain sharp.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?