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For Generations to Come
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Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How to help determine life insurance needs to provide for your family after you pass away.
Is your estate in order? This short quiz may help you assess your overall strategy.
To choose a plan, it’s important to ask yourself four key questions.
It's important to understand the pros and cons when considering a prepaid debit card.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
In the face of divorce, making changes to insurance coverage may be overlooked.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There’s an alarming difference between perception and reality for current and future retirees.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Have you found yourself suddenly single? Here are 3 steps to take right now.
In the world of finance, the effects of the "confidence gap" can be especially apparent.