What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Business Cycle
How will you weather the ups and downs of the business cycle?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The true cost of raising a child may be far more than you expect.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The decision whether to buy or rent a home may have long-term implications.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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.