Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A look inside the U.S. government's statistics on household net worth.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
If you died, what would happen to your email archives, social profiles and online accounts?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Why are 401(k) plans, annuities, and IRAs so popular?
What if instead of buying that home, you invested that money?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Smart investors take the time to separate emotion from fact.