Helpful Content
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Rightsizing for Retirement
What does your home really cost?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.