It's important to make sure your retirement strategy anticipates health-care expenses.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
It's important to understand how inflation is reported and how it can affect investments.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Make your retirement as exciting as your next vacation.
There are three things to consider before dipping into retirement savings to pay for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here is a quick history of the Federal Reserve and an overview of what it does.
A special needs trust helps care for a special needs child when you’re gone.
When do you need a will? The answer is easy: Right Now.