Income Tax Services
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Gift-giving is an important and cherished part of the holiday season for people around the world.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Women and the life-work juggling act.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The Why, What and How of Life Insurance
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
What if instead of buying that vacation home, you invested the money?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.