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.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Knowing the rules may help you decide when to start benefits.
Retirees traveling abroad need to know that their health insurance travels with them.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Even low inflation rates can pose a threat to investment returns.
Around the country, attitudes about retirement are shifting.
In the world of finance, the effects of the "confidence gap" can be especially apparent.