Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
In the face of divorce, making changes to insurance coverage may be overlooked.
Currency has been around for a long time. Here’s a quick history lesson.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Even low inflation rates can pose a threat to investment returns.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.