Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
When to start? Should I continue to work? How can I maximize my benefit?
Try these activities to keep your brain sharp.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
To choose a plan, it’s important to ask yourself four key questions.
It sounds simple, but paying yourself first can really pay off.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The market is as unpredictable as the weather. We’d love to help you prepare.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you have causes that you want to support with donations? Here are three tips.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What if instead of buying that vacation home, you invested the money?
Roth IRAs are tax advantaged in a different way from traditional IRAs.