Helpful Content
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Business Cycle
How will you weather the ups and downs of the business cycle?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.