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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Is your estate in order? This short quiz may help you assess your overall strategy.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A quick look at how federal income taxes work.
Military families face unique challenges, making personal finance even more critical.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential capital gains taxes due on your transactions.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A bucket plan can help you be better prepared for a comfortable retirement.
What does your home really cost?
Recent changes in estate tax laws could affect the strategy you have in place.