Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Couples may be able to head off many of the problems in a marriage that money can cause.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is your plan for health care during retirement?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.