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There’s a link between debt and stress.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Life insurance proceeds are generally tax-free. But not in all cases.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A look inside the U.S. government's statistics on household net worth.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The market is as unpredictable as the weather. We’d love to help you prepare.
How do the markets usually react to elections? Was the 2016 election any different?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are hundreds of ETFs available. Should you invest in them?