Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator helps estimate your federal estate tax liability.
Estimate the potential capital gains taxes due on your transactions.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Are you ready for retirement? Here are five words you should consider.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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.
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.