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
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Why have the markets been so volatile recently?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
At what point can you call a personal vehicle commercial?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial professional about changes in your situation.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you have causes that you want to support with donations?
When do you need a will? The answer is easy: Right Now.
How will you weather the ups and downs of the business cycle?