Other Financial Topics
- Financial Management Insight: Strategies to Help Build Your Future
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
- Financial Protection: Using Insurance to Help Manage Life’s Risks
Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage.
- Time to Get Tax-Savvy: Managing Your Tax Burden
Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use.
- Wealth Preservation: Planning to Leave a Legacy
An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays.
- Assessing Disability Income Insurance
Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.
- Avoiding Probate
The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.
- Cash Management Basics
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
- Charitable Giving
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
- Charitable Lead Trusts
Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.
- Charitable Remainder Trusts
A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.
- Doubling Your Money
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
- Estate Planning
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
- History of the Federal Estate Tax
Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.
- Living Trusts
A living trust can help control the distribution of your estate upon death.
- Long-Term Care Costs
The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
- Long-Term-Care Needs
If you were to suffer an illness or disability that required long-term nursing care, would you be covered?
- Paying Estate Taxes
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
- Property Ownership
Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.
- Savings Alternatives
There are a number of savings alternatives that could help you earn a reasonable rate of return.
- Tax Deferral
There can be a substantial benefit to deferring taxes as long as possible.
- United States Tax History
American tax law is a constantly changing landscape. The latest major piece of tax legislation is the Tax Cuts and Jobs Act of 2017.
- Wealth Replacement Trusts
A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.
- American Tax Burden
Are you concerned about your tax situation?
- Bringing Up Baby
The cost to raise a child from cradle to college.
- Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
- The Latte Habit
How little things can add up over time.
- What Would Happen to Your Estate?
Estate planning documents can help you manage your estate.