Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much do you need to save each year to meet your long-term financial goals?
Knowing your likely life expectancy is an important factor in making long-term financial plans.