Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Tax preparation may be the perfect time to give the household budget a check-up.
Being healthy not only makes you feel good, it may also help you financially.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
Learn about what risk tolerance really means in this helpful and insightful video.
Peer-to-peer payment apps are one of the newest ways to send money.
Savvy investors take the time to separate emotion from fact.
A special needs trust helps care for a special needs child when you’re gone.
When you retire, how will you treat your next chapter?
Have you found yourself suddenly single? Here are 3 steps to take right now.