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of working with a team of individuals concerned for your well-being.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here is a quick history of the Federal Reserve and an overview of what it does.
For women, retirement strategy is a long race. It’s helpful to know the route.
Here’s a crash course on saving for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A special needs trust helps care for a special needs child when you’re gone.
When markets shift, experienced investors stick to their strategy.