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Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
How Income Taxes Work
A quick look at how federal income taxes work.
How long does a $20 bill last?
It may help your business be better prepared in the event of the death of a principal or key employee.
Here's a breakdown of how the federal government spends your tax money.
However exciting retiring abroad may sound, it deserves considerable planning.
A collection of tips from professional travelers.
What kind of auto insurance should you have? Do you know?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Making the most of surprises is a great reason to work with us.
There’s been a lot of talk about Tax Reform. What might it look like?
With alternative investments, it’s critical to sort through the complexity.