Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Is your estate in order? This short quiz may help you assess your overall strategy.
This article will help your clients with blended families think and prepare their estate strategy.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Calculate the dividend yield of a holding and see what that means for income over time.
Compare the long-term financial outcomes of renting versus buying a home.
Estimate the potential monthly income your IRA balance could generate in retirement.
Track your monthly income and expenses to get a clearer view of your cash flow.
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Estimate potential long-term care costs and what coverage may help address them.
This short video helps explain why markets can be as unpredictable as the weather.
Check out this video to begin separating fact from fiction.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
