Transform your financial perspective. See the big picture for real, with The Li ving Balance Sheet®Learn More
For Your Family
Protect the ones you love financially. Keep your family safe, no matter what the future brings.Learn More
For Your Business
Build a great business. Protect it and take good care of the people who help it thrive. Including you.Learn More
When Couples Know TV Over Finances
Bonding with your significant other over TV plots is fun but when you know more about them than your money picture.....
College Savings with Life Insurance
How can Life Insurance play a role in your college savings strategy?
U.S. Personal Savings Rate
What can be learned from the savings rate?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
With the right planning, you can build confidence in the life you’re building together.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
An inside look at how marginal income tax brackets work.
Gain the confidence and ability to enjoy retirement the way it should be enjoyed.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
Why are 401(k) plans, annuities, and IRAs so popular?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.