Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
$1 million in a diversified portfolio could help finance part of your retirement.
Around the country, attitudes about retirement are shifting.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you have causes that you want to support with donations?