Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Five strategies for managing your student debt.
Five phases to changing unhealthy behaviors.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
How federal estate taxes work, plus estate management documents and tactics.
For women, retirement strategy is a long race. It’s helpful to know the route.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Around the country, attitudes about retirement are shifting.
What are your options for investing in emerging markets?