Providing for current needs and future dreams.
Wherever you are in life, proper planning, sound advice, and execution make a profound difference in your level of prosperity and comfort, and reduces worry. It's never too late... or too early... to begin building a brighter future.
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Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The true cost of raising a child may be far more than you expect.
Ascertaining the value of your business is important for a variety of reasons.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Do you know where the idea of “retirement” comes from?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Here’s a quick guide to checking to see if you have unclaimed money.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you know these three personal finance sayings?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?