Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
How long does a $20 bill last?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
Here’s a crash course on saving for college.
Learn how to harness the power of compound interest for your investments.
Why are 401(k) plans, annuities, and IRAs so popular?
What if instead of buying that vacation home, you invested the money?
Understanding the cycle of investing may help you avoid easy pitfalls.