Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The item most homeowners forget on their home improvement project checklist is insurance.
This article may help you maximize the benefits of your donation for your chosen charity.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Marriage changes everything, including your insurance needs.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here’s a quick guide to checking to see if you have unclaimed money.
The market is as unpredictable as the weather. We’d love to help you prepare.
All about how missing the best market days (or the worst!) might affect your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.