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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
One way to find money is to examine your current spending habits and eliminate money wasters.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Tax preparation may be the perfect time to give the household budget a check-up.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The true cost of raising a child may be far more than you expect.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Do you have causes that you want to support with donations? Here are three tips.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There are three things to consider before dipping into retirement savings to pay for college.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?