Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
For many, retirement includes contributing their time and talents to an organization in need.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Retirees traveling abroad need to know that their health insurance travels with them.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are three things to consider before dipping into retirement savings to pay for college.
What are your options for investing in emerging markets?
Savvy investors take the time to separate emotion from fact.
Learn about what risk tolerance really means in this helpful and insightful video.
What does your home really cost?
Even low inflation rates can pose a threat to investment returns.