What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
At what point can you call a personal vehicle commercial?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There are ways to improve your physical fitness without denting your fiscal fitness.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here’s a quick guide to checking to see if you have unclaimed money.
How do the markets usually react to elections? Was the 2016 election any different?
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.
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.