How is yours?
We all want to be physically fit. We try to watch what we eat and exercise regularly. We know that we only have one body and that if we don’t take care of it, we’ll have issues down the road.
The same is true with our financial well-being. If we don’t work to make sure that it is in good shape, we’ll have problems in the future.
Try this six-question quiz to get a better sense of your financial wellness.Financial Wellness Questionnaire
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
It's important to understand the pros and cons when considering a prepaid debit card.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Retirees traveling abroad need to know that their health insurance travels with them.
To choose a plan, it’s important to ask yourself four key questions.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A bucket plan can help you be better prepared for a comfortable retirement.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
With alternative investments, it’s critical to sort through the complexity.
There are a few things to consider when buying or leasing your next vehicle.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It’s never a bad time to speak with your financial advisor about changes in your situation.