Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Being healthy not only makes you feel good, it may also help you financially.
Is your estate in order? This short quiz may help you assess your overall strategy.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment 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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.