Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
An increasing number have been developed to help individuals with their personal finances.
Here are the 10 most common claims against small businesses. Are you covered?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Dryer lint is extremely flammable, and should be cleaned regularly
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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 presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are three things to consider before dipping into retirement savings to pay for college.
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.
Life is as unpredictable as the weather. We’d love to help you prepare.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are a few reasons we’ve chosen to be independent.