Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Do you know where the idea of “retirement” comes from?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Building wealth requires protection from the forces of wealth destruction.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Understanding the economy's cycles can help put current business conditions in better perspective.
The federal government requires deceased individuals to file a final income tax return.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
You’ve made investments your whole life. Work with us to help make the most of them.
There’s an alarming difference between perception and reality for current and future retirees.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
All about how missing the best market days (or the worst!) might affect your portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.