Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Do you have causes that you want to support with donations? Here are three tips.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.