Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A look inside the U.S. government's statistics on household net worth.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Try these activities to keep your brain sharp.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you have causes that you want to support with donations? Here are three tips.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Women must be ready to spend, on average, more years in retirement than men.