Lifestyle considerations in creating your retirement portfolio.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here's a breakdown of how the federal government spends your tax money.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know these three personal finance sayings?
Even low inflation rates can pose a threat to investment returns.
When should you take your Social Security benefit?
There’s an alarming difference between perception and reality for current and future retirees.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.