Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much would your monthly lease payment be?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.