Don’t overlook the need for renter’s insurance if you rent your home.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A letter of instruction provides additional and more personal information regarding your estate.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What is your plan for health care during retirement?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There’s an alarming difference between perception and reality for current and future retirees.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.