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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding how capital gains are taxed may help you refine your investment strategies.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
A four-step framework for building a personal legacy.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Smart investors take the time to separate emotion from fact.
Here’s a quick guide to checking to see if you have unclaimed money.
The market is as unpredictable as the weather. We’d love to help you prepare.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations? Here are three tips.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.