Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Life insurance proceeds are generally tax-free. But not in all cases.
Understanding how a stock works is key to understanding your investments.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
To choose a plan, it’s important to ask yourself four key questions.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
All about how missing the best market days (or the worst!) might affect your portfolio.
Estate conservation is too important to put off. Do you have a smart exit strategy?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.