For Generations to Come
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Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Second marriages are a trigger event to revisit any existing estate strategies.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Five creative (and inexpensive) ideas for motivating your employees.
Healthy habits are one of the greatest gifts to give your child.
What’s the deal with your yearly free credit report?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how to set up your financial goals for success? This knight does.
There’s an alarming difference between perception and reality for current and future retirees.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate