What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
However exciting retiring abroad may sound, it deserves considerable planning.
An inside look at how marginal income tax brackets work.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Smart investors take the time to separate emotion from fact.
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?
Do you have causes that you want to support with donations? Here are three tips.