Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are hundreds of ETFs available. Should you invest in them?
Three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.