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?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Understanding how a stock works is key to understanding your investments.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Estimate the potential capital gains taxes due on your transactions.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are nearly 1,200 ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: right now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.