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.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding the economy's cycles can help put current business conditions in better perspective.
There are things about Social Security that might surprise you.
If you find it hard to attain personal life goals, there’s an app for that!
Five creative (and inexpensive) ideas for motivating your employees.
This checklist can give you a quick snapshot of how prepared you are.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Why are 401(k) plans, annuities, and IRAs so popular?
What are your options for investing in emerging markets?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”