Some are expected. Some are not. And we really wouldn't want it any other way. That's what life is all about. But if we plan, we can make life more comfortable, more predictable...and hopefully, more prosperous. That's where we can help.
Imagine your ideal post-pandemic retirement with this animated video.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Is your estate in order? This short quiz may help you assess your overall strategy.
A few strategies that may help you prepare for the cost of higher education.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Calculating your potential Social Security benefit is a three-step process.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Imagine your ideal post-pandemic retirement with this animated video.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
All about how missing the best market days (or the worst!) might affect your portfolio.
