A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
This worksheet can help you estimate the costs of a four-year college program.
However exciting retiring abroad may sound, it deserves considerable planning.
How long does a $20 bill last?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
It's easy to let investments accumulate like the junk in a junk drawer.
When do you need a will? The answer is easy: right now.
Are you ready for retirement? Here are five words you should consider.
There are nearly 1,200 ETFs available. Should you invest in them?