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.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There are things about Social Security that might surprise you.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
An inside look at how marginal income tax brackets work.
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.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
With alternative investments, it’s critical to sort through the complexity.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are a few things to consider when buying or leasing your next vehicle.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that vacation home, you invested the money?
