Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Gaining a better understanding of municipal bonds makes more sense than ever.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Tax preparation may be the perfect time to give the household budget a check-up.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential capital gains taxes due on your transactions.
Using smart management to get more of what you want and free up assets to invest.
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
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.