Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
How long does a $20 bill last?
Apps that help small business owners better manage and grow their business.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Why have the markets been so volatile recently?
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
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.
A presentation about managing money: using it, saving it, and even getting credit.
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations? Here are three tips.
Smart investors take the time to separate emotion from fact.