Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Is your estate in order? This short quiz may help you assess your overall strategy.
What kind of auto insurance should you have? Do you know?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
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.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here are five facts about Social Security that might surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.