What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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.
How long does a $20 bill last?
Life insurance proceeds are generally tax-free. But not in all cases.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Here’s a crash course on saving for college.
You’ve made investments your whole life. Work with us to help make the most of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.