Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When should you take your Social Security benefit?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How will you weather the ups and downs of the business cycle?
It's easy to let investments accumulate like old receipts in a junk drawer.