Financial Education Center

The New Estate Tax Rules and Your Estate Plan

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.

Top Year-End Investment Tips

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year.

Financial Benefits and Planning for Veterans

Veterans Day is November 11. On this day, we celebrate the heroic men and women of our military who have worked and sacrificed to keep our nation free and strong. After their service, veterans have access to a number of ongoing financial benefits, some of the most valuable of which are listed here.

Use Your Annuity to Pay for Long-Term Care Insurance

The cost of long-term care can quickly deplete your savings and affect the quality of life for you and your family. Long-term care insurance allows you to share that cost with an insurance company.

Are There Parallels Between Tom Brady’s Success and Sound Portfolio Management?

Parallels can be drawn between Tom Brady’s success and longevity to sound portfolio management best practices.

The Budget and the Debt Ceiling: Federal Spending in the Crosshairs

On September 30, 2021, Congress averted a potential federal government shutdown by passing a continuing resolution to provide funding for government operations through December 3, 2021.1 This was only a temporary measure, and lawmakers will continue to wrestle with the budget for fiscal year 2022, as well as the debt ceiling, which requires action by mid-October.