Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Even low inflation rates can pose a threat to investment returns.
Are Real Estate Investment Trusts right for your portfolio?
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.
It's easy to let investments accumulate like the junk in a junk drawer.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Recent changes in estate tax laws could affect the strategy you have in place.