Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Apps that help small business owners better manage and grow their business.
Four vacation destinations you might never have thought of.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Women must be ready to spend, on average, more years in retirement than men.
$1 million in a diversified portfolio could help finance part of your retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What does your home really cost?
The market is as unpredictable as the weather. We’d love to help you prepare.