Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The tax rules that govern donating art are complex and confusing. Take a closer look.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
What does your home really cost?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
What is your plan for health care during retirement?