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A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Understanding the value of a home warranty.
Even low inflation rates over an extended period of time can impact your finances in retirement.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Marriage changes everything, including your insurance needs.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It’s never a bad time to speak with your financial professional about changes in your situation.
Peer-to-peer payment apps are one of the newest ways to send money.
Here’s a quick guide to checking to see if you have unclaimed money.
For women, retirement strategy is a long race. It’s helpful to know the route.