Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Five creative (and inexpensive) ideas for motivating your employees.
What’s the deal with your yearly free credit report?
When considering life insurance, it's important to understand your options.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Second marriages are a trigger event to revisit any existing estate strategies.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Women must be ready to spend, on average, more years in retirement than men.
A bucket plan can help you be better prepared for a comfortable retirement.