Strategies for Businesses
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Five overlooked tax deductions to help manage your tax bill.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
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.
Here are five facts about Social Security that might surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learn how to harness the power of compound interest for your investments.
It's easy to let investments accumulate like old receipts in a junk drawer.
Making the most of surprises is a great reason to work with us.
An amusing and whimsical look at behavioral finance best practices for investors.