A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Making the most of surprises is a great reason to work with us.
Six overlooked tax deductions to help manage your tax bill.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
In the face of divorce, making changes to insurance coverage may be overlooked.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
There are three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that vacation home, you invested the money?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate