Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Building wealth requires protection from the forces of wealth destruction.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
You’ve made investments your whole life. Work with us to help make the most of them.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.