Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
How Income Taxes Work
A quick look at how federal income taxes work.
Ascertaining the value of your business is important for a variety of reasons.
This worksheet can help you estimate the costs of a four-year college program.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are things you can do to keep yourself safe when you lose your wallet.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations? Here are three tips.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There’s an alarming difference between perception and reality for current and future retirees.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?