The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
With alternative investments, it’s critical to sort through the complexity.
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.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Recent changes in estate tax laws could affect the strategy you have in place.
When do you need a will? The answer is easy: right now.