Markets can sometimes wobble on the heels of economic or geopolitical upheaval. When deciding how you’ll respond, remember the big picture.

The tax code is so complex that, if tax compliance were an industry, it would employ more than three million full-time workers. Taxes can have a big impact on your finances. Take a quick look at the history of taxes, the tax-management process, and who pays what in taxes.

How do you make investment choices? Are your decisions based on rational analysis or are they driven by emotion?

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Social Security has been a fact of retirement life since 1935, but many Americans don’t know much about it. For example, deciding when and how to take Social Security can make a huge difference in the total benefit you receive over the course of your retirement.

A Detailed Needs Analysis (DNA) can identify ways to provide for your loved ones, even after you’re gone.