And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Is your estate in order? This short quiz may help you assess your overall strategy.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
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.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you have causes that you want to support with donations? Here are three tips.
How will you weather the ups and downs of the business cycle?
Here’s a quick guide to checking to see if you have unclaimed money.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?