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.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Understanding how a stock works is key to understanding your investments.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
Learn how to harness the power of compound interest for your investments.
There are hundreds of ETFs available. Should you invest in them?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The decision whether to buy or rent a home may have long-term implications.