Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Building Your Legacy
A four-step framework for building a personal legacy.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Military families face unique challenges, making personal finance even more critical.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Calculating your potential Social Security benefit is a three-step process.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How will you weather the ups and downs of the business cycle?