Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding how capital gains are taxed may help you refine your investment strategies.
Lifestyle considerations in creating your retirement portfolio.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The decision whether to buy or rent a home may have long-term implications.
A special needs trust helps care for a special needs child when you’re gone.
There are hundreds of ETFs available. Should you invest in them?
There are a few things to consider when buying or leasing your next vehicle.