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Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Interest Rates: How Low Can They Go?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Trends in Charitable Giving

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

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

“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.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Annuity Comparison

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

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Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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