Wealth / Retirement Planning
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Lifestyle considerations in creating your retirement portfolio.
It's important to make sure your retirement strategy anticipates health-care expenses.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A four-step framework for building a personal legacy.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
If you died, what would happen to your email archives, social profiles and online accounts?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.