A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
When you’re married and have children, insurance needs will be different.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Important items to consider when purchasing condo insurance.
An increasing number have been developed to help individuals with their personal finances.
There are things about Social Security that might surprise you.
Marriage changes everything, including your insurance needs.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
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 a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A special needs trust helps care for a special needs child when you’re gone.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you have causes that you want to support with donations? Here are three tips.