A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Currency has been around for a long time. Here’s a quick history lesson.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The average retirement lasts for 18 years. Are you prepared to fill that many days?
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.
What are your options for investing in emerging markets?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the cycle of investing may help you avoid easy pitfalls.
Around the country, attitudes about retirement are shifting.