Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This worksheet can help you estimate the costs of a four-year college program.
Five creative (and inexpensive) ideas for motivating your employees.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Estate conservation is too important to put off. Do you have a smart exit strategy?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Why are 401(k) plans, annuities, and IRAs so popular?
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.