When it is all over, and you are gone, your legacy will be defined by
two simple questions:
How many wrongs did you right, and how many people did you help
when they needed it?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Protect yourself against the damage that your homeowners policy doesn’t cover.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Calculating your potential Social Security benefit is a three-step process.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
There are hundreds of ETFs available. Should you invest in them?
There are three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.