When considering life insurance, it's important to understand your options.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Life insurance proceeds are generally tax-free. But not in all cases.
Couples may be able to head off many of the problems in a marriage that money can cause.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
