Should you buy or lease a car?
If you are in the market for a new car, you may be contemplating buying or leasing. How do you determine which option is right for you? We list four questions to ask yourself in this Question of the Week.
Private Family Foundations
Private family foundations are typically founded by high net worth individuals and families who want to maintain a high degree of control over their charitable legacies, and are willing to assume significant costs and responsibilities, and adhere to strict rules and requirements. Learn more about them in this week’s Financial Tip.
Excess Benefit Plans
Excess benefit plans allow employees who participate in a qualified plan to exceed the contribution limitations. Learn how in this Business Tip.
What is Socially Responsible Investing?
Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define that term. We explain in this Question of the Week.
Do You Need a Mid-Year Tax Checkup?
So many life events provide tax-planning opportunities. See if you need tax help in this week’s Tax Tip.
Life Insurance Evaluation: Interest-Adjusted Cost Methods
Comparing similar life insurance policies? Consider trying the cost index method and the surrender cost index method. Read all about it in this week’s Financial Tip.
A Beginner’s Guide to C Corporation Distributions
Receiving money from a C corporation? The method used to make the distribution determines your tax consequences. Learn more in this Business Tip.
How Does Inflation Affect Me?
If you’re saving for any long-term goal, inflation can have an impact. We explain how inflation affects you in this Question of the Week.
Deferred Compensation: Substantial Risk of Forfeiture
Have deferred compensation? Do you know when it is subject to income tax? Find out in this week’s Tax Tip.
Life Insurance Needs: Income Replacement Approach
The income replacement approach assumes the goal of life insurance is to replace the lost earnings of a breadwinner. Read more in this week’s Financial Tip.