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Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The federal government requires deceased individuals to file a final income tax return.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
$1 million in a diversified portfolio could help finance part of your retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Investors seeking world investments can choose between global and international funds. What's the difference?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate