Barry E. Wirt, CLU, ChFC
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much can you afford to pay for a car?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How Long Will Your Funds Last?