Join our Medicare Webinar on November 19th at 6 pm ET!
- Are you currently or almost 65 years old?
- Do you have parents who qualify for Medicare?
- Do you receive Social Security?
If any of these apply to you, join us for a special webinar on Medicare with Medicare & Social Security expert, Cindy Lundquist!
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Earnings season can move markets. What is it and why is it important?
The federal government requires deceased individuals to file a final income tax return.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
There are a few things to consider when buying or leasing your next vehicle.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When markets shift, experienced investors stick to their strategy.
There are three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?