A letter of instruction provides additional and more personal information regarding your estate.
Knowing the rules may help you decide when to start benefits.
Important items to consider when purchasing condo insurance.
Second marriages are a trigger event to revisit any existing estate strategies.
It may help your business be better prepared in the event of the death of a principal or key employee.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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).
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Doing your research is key before buying a vacation home.
Learn about cyber liability insurance in this entertaining video.
There are a few things to consider when buying or leasing your next vehicle.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
$1 million in a diversified portfolio could help finance part of your retirement.
