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.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The federal government requires deceased individuals to file a final income tax return.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Even if you’re young and single, you should still consider protecting yourself.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
What does your home really cost?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a quick guide to checking to see if you have unclaimed money.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How do the markets usually react to elections? Was the 2016 election any different?
Understanding the cycle of investing may help you avoid easy pitfalls.