Helpful Content
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
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.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.