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Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

 

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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