What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
One way to find money is to examine your current spending habits and eliminate money wasters.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
An inside look at how marginal income tax brackets work.
Here's a breakdown of how the federal government spends your tax money.
Do your insurance needs stay the same when the nest empties?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all your options when it comes to managing your taxable income?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here are five facts about Social Security that might surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.