Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Six overlooked tax deductions to help manage your tax bill.
Ascertaining the value of your business is important for a variety of reasons.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Women must be ready to spend, on average, more years in retirement than men.
Do you have causes that you want to support with donations? Here are three tips.
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.