Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Taking regular, periodic withdrawals during retirement can be quite problematic.
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.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
An inside look at how marginal income tax brackets work.
Knowing the rules may help you decide when to start benefits.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What does your home really cost?
There are nearly 1,200 ETFs available. Should you invest in them?
Smart investors take the time to separate emotion from fact.
Understanding the cycle of investing may help you avoid easy pitfalls.