Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Couples may be able to head off many of the problems in a marriage that money can cause.
A collection of tips from professional travelers.
Beware of these traps that could upend your retirement.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
$1 million in a diversified portfolio could help finance part of your retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?