Over 40,000 clients have signed on to organize their financial lives!
Those Annoying Insurance Agents and Financial Advisors
What is ones view of Insurance Agents and Financial Advisors? They come across as annoying and bothersome people. They tend to annoy you by making you think of the future...http://www.lifetax.com/p/annoying
Lifetime Service Commitment since 1980!
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Marriage changes everything, including your insurance needs.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A look inside the U.S. government's statistics on household net worth.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Estate conservation is too important to put off. Do you have a smart exit strategy?
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are three things to consider before dipping into retirement savings to pay for college.