Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here are 5 reason why you may consider working through retirement.
Here's a breakdown of how the federal government spends your tax money.
Second marriages are a trigger event to revisit any existing estate strategies.
Bonds may outperform stocks one year only to have stocks rebound the next.
Beware of these traps that could upend your retirement.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What is your plan for health care during retirement?
Even low inflation rates can pose a threat to investment returns.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a crash course on saving for college.