Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
For many, retirement includes contributing their time and talents to an organization in need.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Here's a breakdown of how the federal government spends your tax money.
Apps that help small business owners better manage and grow their business.
Knowing the rules may help you decide when to start benefits.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
Are you ready for retirement? Here are five words you should consider.
You’ve made investments your whole life. Work with us to help make the most of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The decision whether to buy or rent a home may have long-term implications.
Pundits say a lot of things about the markets. Let's see if you can keep up.