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?
Helpful Content
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.