Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Five creative (and inexpensive) ideas for motivating your employees.
A few strategies that may help you prepare for the cost of higher education.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
What does the Tax Reform and Jobs Act mean for you?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.
What is your plan for health care during retirement?
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
Are you ready for retirement? Here are five words you should consider.