Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A four-step framework for building a personal legacy.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Is your estate in order? This short quiz may help you assess your overall strategy.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you have causes that you want to support with donations? Here are three tips.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know these three personal finance sayings?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a crash course on saving for college.