There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A quick look at how federal income taxes work.
The item most homeowners forget on their home improvement project checklist is insurance.
When considering life insurance, it's important to understand your options.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment 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.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know how to set up your financial goals for success? This knight does.
What is your plan for health care during retirement?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How will you weather the ups and downs of the business cycle?