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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are five facts about Social Security that are important to keep in mind.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
It may help your business be better prepared in the event of the death of a principal or key employee.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Are you ready for retirement? Here are five words you should consider.
The decision whether to buy or rent a home may have long-term implications.