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.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Learn when it may not make sense to file a claim on your home insurance.
Lifestyle considerations in creating your retirement portfolio.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The decision whether to buy or rent a home may have long-term implications.
How do the markets usually react to elections? Was the 2016 election any different?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.