Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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.
Being healthy not only makes you feel good, it may also help you financially.
It's important to understand how inflation is reported and how it can affect investments.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There’s an alarming difference between perception and reality for current and future retirees.
Smart investors take the time to separate emotion from fact.
Have you explored all of your choices when it comes to managing your taxable income?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.