U.S. Personal Savings Rate
What can be learned from the savings rate?
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
There are things about Social Security that might surprise you.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
It may help your business be better prepared in the event of the death of a principal or key employee.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are hundreds of ETFs available. Should you invest in them?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
With alternative investments, it’s critical to sort through the complexity.