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Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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