Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a few things to consider when buying or leasing your next vehicle.
A special needs trust helps care for a special needs child when you’re gone.
How do the markets usually react to elections? Was the 2016 election any different?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A bucket plan can help you be better prepared for a comfortable retirement.