Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Healthy habits are one of the greatest gifts to give your child.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: Right Now.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
There’s an alarming difference between perception and reality for current and future retirees.