What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Learn about all the parts of Medicare with this informative and enjoyable article.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
How long does a $20 bill last?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Here are five facts about Social Security that might surprise you.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.
How will you weather the ups and downs of the business cycle?
Here’s a crash course on saving for college.