Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
However exciting retiring abroad may sound, it deserves considerable planning.
Is your estate in order? This short quiz may help you assess your overall strategy.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
A look inside the U.S. government's statistics on household net worth.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know these three personal finance sayings?
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.
When should you take your Social Security benefit?
Why are 401(k) plans, annuities, and IRAs so popular?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Around the country, attitudes about retirement are shifting.