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You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Understanding how capital gains are taxed may help you refine your investment strategies.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
You’ve made investments your whole life. Work with us to help make the most of them.
Why are 401(k) plans, annuities, and IRAs so popular?