Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Building Your Legacy
A four-step framework for building a personal legacy.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
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.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What is your plan for health care during retirement?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Women must be ready to spend, on average, more years in retirement than men.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.