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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Second marriages are a trigger event to revisit any existing estate strategies.
Don’t overlook the need for renter’s insurance if you rent your home.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Explore the growing influence women wield over the economy with this handy infographic.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial professional about changes in your situation.
Understanding the cycle of investing may help you avoid easy pitfalls.
Peer-to-peer payment apps are one of the newest ways to send money.
What if instead of buying that vacation home, you invested the money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
With alternative investments, it’s critical to sort through the complexity.