A couple become Retirement Plan Detectives, searching records from old employers.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Assess how many days you'll work to pay your federal tax liability.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Tips on insuring your teen driver.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Doing your research is key before buying a vacation home.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.