How Income Taxes Work
A quick look at how federal income taxes work.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Is your estate in order? This short quiz may help you assess your overall strategy.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Smart investors take the time to separate emotion from fact.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.