Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
The market is as unpredictable as the weather. We'd love to help you prepare.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Information vs. instinct. Are your choices based on evidence of emotion?
Learn a little about worldwide currency in this fun infographic
Learn about the rise of Impact Investing and how it may benefit you.
It may help your business be better prepared in the event of the death of a principal or key employee.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are a few things to consider when buying or leasing your next vehicle.