Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Understanding the economy's cycles can help put current business conditions in better perspective.
Second marriages are a trigger event to revisit any existing estate strategies.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Marriage changes everything, including your insurance needs.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
There are a few things to consider when buying or leasing your next vehicle.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a crash course on saving for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.