An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Important items to consider when purchasing condo insurance.
When to start? Should I continue to work? How can I maximize my benefit?
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.
What does your home really cost?
What is your plan for health care during retirement?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How do the markets usually react to elections? Was the 2016 election any different?