Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A change in your mindset during retirement may drive changes to your portfolio.
The uncertainties we face in retirement can erode our sense of confidence.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This worksheet can help you estimate the costs of a four-year college program.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Do you have causes that you want to support with donations? Here are three tips.