Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Calculating your potential Social Security benefit is a three-step process.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Taking your Social Security benefits at the right time may help maximize your benefit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How do the markets usually react to elections? Was the 2016 election any different?
Make your retirement as exciting as your next vacation.