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Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Bitcoin 101

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Saving for College 101

Here’s a crash course on saving for college.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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