What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A windfall from a loved one can be both rewarding and complicated.
What role would taxes play in your investment decisions?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
When you retire, how will you treat your next chapter?
When do you need a will? The answer is easy: Right Now.
Here are five facts about Social Security that might surprise you.