Creative strategies to structure the exit from your business and fit into your personal financial plan.
Workable options to enjoy life today, protect your family, and take charge of your financial future.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The item most homeowners forget on their home improvement project checklist is insurance.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A change in your mindset during retirement may drive changes to your portfolio.
In the face of divorce, making changes to insurance coverage may be overlooked.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
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.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a few things to consider when buying or leasing your next vehicle.
It's easy to let investments accumulate like old receipts in a junk drawer.
Are you ready for retirement? Here are five words you should consider.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?