Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn about cyber liability insurance in this entertaining video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here are five facts about Social Security that might surprise you.