When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
It's important to understand how inflation is reported and how it can affect investments.
Do your insurance needs stay the same when the nest empties?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are hundreds of ETFs available. Should you invest in them?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
An amusing and whimsical look at behavioral finance best practices for investors.
Even low inflation rates can pose a threat to investment returns.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When markets shift, experienced investors stick to their strategy.