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Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

A Primer on Dividends

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

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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