It's important to make sure your retirement strategy anticipates health-care expenses.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Here’s a guide to explain all the parts of Medicare.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Good employee health can be great for the company’s bottom line.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a crash course on saving for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.
The decision whether to buy or rent a home may have long-term implications.
There’s an alarming difference between perception and reality for current and future retirees.