Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How Income Taxes Work
A quick look at how federal income taxes work.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It's easy to let investments accumulate like old receipts in a junk drawer.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are a few things to consider when buying or leasing your next vehicle.