This worksheet can help you estimate the costs of a four-year college program.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Life insurance proceeds are generally tax-free. But not in all cases.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There’s an alarming difference between perception and reality for current and future retirees.
Even low inflation rates can pose a threat to investment returns.
If you died, what would happen to your email archives, social profiles and online accounts?