A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
A few strategies that may help you prepare for the cost of higher education.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”