The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Beware of these traps that could upend your retirement.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Even low inflation rates can pose a threat to investment returns.
The decision whether to buy or rent a home may have long-term implications.