A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Retirees traveling abroad need to know that their health insurance travels with them.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
How long does a $20 bill last?
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It's easy to let investments accumulate like old receipts in a junk drawer.
Making the most of surprises is a great reason to work with us.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?