Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Learn when it may not make sense to file a claim on your home insurance.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
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.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Recent changes in estate tax laws could affect the strategy you have in place.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.