Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Here’s a guide to explain all the parts of Medicare.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Why are 401(k) plans, annuities, and IRAs so popular?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There are three things to consider before dipping into retirement savings to pay for college.
When should you take your Social Security benefit?
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate