Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Being healthy not only makes you feel good, it may also help you financially.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
With alternative investments, it’s critical to sort through the complexity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Why are 401(k) plans, annuities, and IRAs so popular?