Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Do your insurance needs stay the same when the nest empties?
One of the most common questions people ask about Social Security is when they should start taking benefits.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Even low inflation rates can pose a threat to investment returns.
Recent changes in estate tax laws could affect the strategy you have in place.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Taking your Social Security benefits at the right time may help maximize your benefit.