Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
An increasing number have been developed to help individuals with their personal finances.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This checklist can give you a quick snapshot of how prepared you are.
This worksheet can help you estimate the costs of a four-year college program.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Smart investors take the time to separate emotion from fact.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When should you take your Social Security benefit?
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know how to set up your financial goals for success? This knight does.
Why are 401(k) plans, annuities, and IRAs so popular?