When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Here are 4 great, and sometimes unexpected, places to raise a family.
For some, the social impact of investing is just as important as the return, perhaps more important.
Important items to consider when purchasing condo insurance.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations? Here are three tips.
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are hundreds of ETFs available. Should you invest in them?
Women must be ready to spend, on average, more years in retirement than men.