Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Do your insurance needs stay the same when the nest empties?
Here's a breakdown of how the federal government spends your tax money.
For many, retirement includes contributing their time and talents to an organization in need.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Learn how to harness the power of compound interest for your investments.
What is your plan for health care during retirement?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have you found yourself suddenly single? Here are 3 steps to take right now.