What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Gaining a better understanding of municipal bonds makes more sense than ever.
There are ways to improve your physical fitness without denting your fiscal fitness.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
Recent changes in estate tax laws could affect the strategy you have in place.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
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.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.