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Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Gaining a better understanding of municipal bonds makes more sense than ever.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Do you have causes that you want to support with donations? Here are three tips.
Smart investors take the time to separate emotion from fact.
Understanding the cycle of investing may help you avoid easy pitfalls.
Recent changes in estate tax laws could affect the strategy you have in place.