A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Here's a breakdown of how the federal government spends your tax money.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There are things about Social Security that might surprise you.
How long does a $20 bill last?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Why are 401(k) plans, annuities, and IRAs so popular?
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.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Three things to consider before dipping into retirement savings to pay for college.