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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Even if you’re young and single, you should still consider protecting yourself.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Five creative (and inexpensive) ideas for motivating your employees.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some key concepts to understand when investing for retirement
What does your home really cost?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.