Resources

Retirement

Split Annuity Strategy

Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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The Long Run: Women and Retirement

The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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Investments & Money

What Is the Dividend Yield?

What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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The Latte Lie and Other Myths

The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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Estate

Managing an Inheritance

Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Choosing a Business Structure

Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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What's My Potential Estate Tax?

What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Taxes

Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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What Do Your Taxes Pay For?

What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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The Facts About Income Tax

The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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