Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The item most homeowners forget on their home improvement project checklist is insurance.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The uncertainties we face in retirement can erode our sense of confidence.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
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.
There’s an alarming difference between perception and reality for current and future retirees.