The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The uncertainties we face in retirement can erode our sense of confidence.
How literate are you when it comes to your finances? Brush up with these five basics.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Bonds may outperform stocks one year only to have stocks rebound the next.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Do you know where the idea of “retirement” comes from?
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The average retirement lasts for 18 years. Are you prepared to fill that many days?