How Income Taxes Work
A quick look at how federal income taxes work.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
For some, the social impact of investing is just as important as the return, perhaps more important.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Here are six flags that may make your tax return prime for an IRS audit.
Purchasing homeowners insurance is critical for protecting your home.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
A special needs trust helps care for a special needs child when you’re gone.
What does your home really cost?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When markets shift, experienced investors stick to their strategy.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.