Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Healthy habits are one of the greatest gifts to give your child.
Second marriages are a trigger event to revisit any existing estate strategies.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It's easy to let investments accumulate like old receipts in a junk drawer.
How will you weather the ups and downs of the business cycle?
Around the country, attitudes about retirement are shifting.
Would you guess that Millennials are effectively saving for retirement? Well, they are.