Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
There are four very good reasons to start investing. Do you know what they are?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Even low inflation rates over an extended period of time can impact your finances in retirement.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There are hundreds of ETFs available. Should you invest in them?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know these three personal finance sayings?
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.