How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This checklist can give you a quick snapshot of how prepared you are.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A bucket plan can help you be better prepared for a comfortable retirement.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here’s a crash course on saving for college.
The market is as unpredictable as the weather. We’d love to help you prepare.
Make your retirement as exciting as your next vacation.
The decision whether to buy or rent a home may have long-term implications.