Does your portfolio fit you?
Your Family Index Number is the rate of return necessary on your portfolio of assets to achieve your goals and objectives while maintaining resources during your anticipated lifetime.Does My Portfolio Fit Me?
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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
An inside look at how marginal income tax brackets work.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a crash course on saving for college.
$1 million in a diversified portfolio could help finance part of your retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here’s a quick guide to checking to see if you have unclaimed money.
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.