Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
When you’re married and have children, insurance needs will be different.
One of the most common questions people ask about Social Security is when they should start taking benefits.
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 when it may not make sense to file a claim on your home insurance.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Women must be ready to spend, on average, more years in retirement than men.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A bucket plan can help you be better prepared for a comfortable retirement.
What does your home really cost?