Bonds may outperform stocks one year only to have stocks rebound the next.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Five strategies for managing your student debt.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Recent changes in estate tax laws could affect the strategy you have in place.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Are you ready for retirement? Here are five words you should consider.
It's easy to let investments accumulate like old receipts in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.