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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Here are 5 reason why you may consider working through retirement.
Achieving a long-term goal, like retirement, starts by taking small actions today.
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
It's important to make sure your retirement strategy anticipates health-care expenses.
Let’s start getting your financial priorities and attitudes in sync with model behaviors.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are hundreds of ETFs available. Should you invest in them?
What does your home really cost?
When do you need a will? The answer is easy: Right Now.