Tax planning for income

The goal of income tax planning is to minimize your federal income tax liability. You can achieve this in different ways. Typically, though, you'd... Read the full article

Organizing your finances when your spouse has died

Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming.... Read the full article

Insurance concerns of divorcing couples

Few life changes are of more consequence than a divorce. In addition to the financial and emotional difficulties, you'll face special concerns about... Read the full article

Sudden wealth

What would you do with an extra $10,000? Maybe you'd pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you... Read the full article

Debt consolidation

If you have a lot of debt, you're not alone. Today, more and more Americans are burdened with credit card and loan payments. So whether you are... Read the full article

The sandwich generation: juggling family responsibilities.

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to... Read the full article

Charitable giving

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal... Read the full article

Insurance needs in retirement

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is... Read the full article