What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Five creative (and inexpensive) ideas for motivating your employees.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Four vacation destinations you might never have thought of.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
It may help your business be better prepared in the event of the death of a principal or key employee.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Why are 401(k) plans, annuities, and IRAs so popular?
How do the markets usually react to elections? Was the 2016 election any different?
Around the country, attitudes about retirement are shifting.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Have you found yourself suddenly single? Here are 3 steps to take right now.