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?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Rightsizing for Retirement
What does your home really cost?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
An increasing number have been developed to help individuals with their personal finances.
A few strategies that may help you prepare for the cost of higher education.
Tips on insuring your teen driver.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
It's easy to let investments accumulate like old receipts in a junk drawer.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a crash course on saving for college.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Women must be ready to spend, on average, more years in retirement than men.