Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
For some, the social impact of investing is just as important as the return, perhaps more important.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A bucket plan can help you be better prepared for a comfortable retirement.
The decision whether to buy or rent a home may have long-term implications.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Estate conservation is too important to put off. Do you have a smart exit strategy?