For Generations to Come
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Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How Medicare can address health care needs in your retirement strategy.
Did you know that U.S. households carry nearly $7000, in revolving credit card debt from month to month?
Learn how to address the challenges that women face when planning for retirement.
Tips for overcoming online meeting (Zoom, MS Teams, etc.) weariness
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
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
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.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bucket lists don’t have to be for tomorrow.
Here’s a quick guide to checking to see if you have unclaimed money.
Have you found yourself suddenly single? Here are 3 steps to take right now.