Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
It sounds simple, but paying yourself first can really pay off.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
There are a few things to consider when buying or leasing your next vehicle.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
There’s an alarming difference between perception and reality for current and future retirees.
Smart investors take the time to separate emotion from fact.