Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The uncertainties we face in retirement can erode our sense of confidence.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Even low inflation rates can pose a threat to investment returns.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
What does your home really cost?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learn how to harness the power of compound interest for your investments.