When considering investing your hard-earned money, the first question should be, “Who can I trust?” .
You should place your trust in an investment professional that has the knowledge to guide you, the resources to help create the right plan and the commitment to stand by you for the long term..
For some, the social impact of investing is just as important as the return, perhaps more important.
An inside look at how marginal income tax brackets work.
That big list of dreams and goals isn't the only way to look at your bucket list.
It may help your business be better prepared in the event of the death of a principal or key employee.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Smart investors take the time to separate emotion from fact.
Peer-to-peer payment apps are one of the newest ways to send money.
How do the markets usually react to elections? Was the 2016 election any different?
What if instead of buying that vacation home, you invested the money?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
