What’s Your Risk Score?
As your family CFO, part of our job is to help you analyze and evaluate risk, then determine how much is appropriate for you and your portfolio. We do this by using Riskalyze, which represents an innovative approach to balance the risk in your portfolio against the amount of risk you’re comfortable taking. Watch a short video to learn more about how Riskalyze can help you by clicking on the image to the right, or jump right in and take the Riskalyze assessment by selecting the button below.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Purchasing homeowners insurance is critical for protecting your home.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Five strategies for managing your student debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
All about how missing the best market days (or the worst!) might affect your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Even low inflation rates can pose a threat to investment returns.
There are three things to consider before dipping into retirement savings to pay for college.