1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.
In the world of finance, the effects of the "confidence gap" can be especially apparent.