Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Second marriages are a trigger event to revisit any existing estate strategies.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Women must be ready to spend, on average, more years in retirement than men.
$1 million in a diversified portfolio could help finance part of your retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know these three personal finance sayings?
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?