Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Here are some simple and inexpensive energy-saving tips that may help you save money.
A letter of instruction provides additional and more personal information regarding your estate.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
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.
A presentation about managing money: using it, saving it, and even getting credit.
When do you need a will? The answer is easy: Right Now.
What does your home really cost?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Even low inflation rates can pose a threat to investment returns.
Smart investors take the time to separate emotion from fact.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?