Strategies for Businesses
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
All about how missing the best market days (or the worst!) might affect your portfolio.
Make your retirement as exciting as your next vacation.
Do you know these three personal finance sayings?
Here is a quick history of the Federal Reserve and an overview of what it does.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you have causes that you want to support with donations? Here are three tips.