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Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Purchasing homeowners insurance is critical for protecting your home.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Here is a quick history of the Federal Reserve and an overview of what it does.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How do the markets usually react to elections? Was the 2016 election any different?
It’s never a bad time to speak with your financial advisor about changes in your situation.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?