Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Simple steps may help you foil hackers and protect your privacy.
Even if you’re young and single, you should still consider protecting yourself.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Five creative (and inexpensive) ideas for motivating your employees.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Peer-to-peer payment apps are one of the newest ways to send money.
What is your plan for health care during retirement?