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The Living Balance Sheet
Innovative thinking & advanced web technology to help you achieve financial balance.Learn More
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What’s the deal with your yearly free credit report?
It's important to make sure your retirement strategy anticipates health-care expenses.
An increasing number have been developed to help individuals with their personal finances.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What can be learned from the savings rate?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.