Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What your life will look like after you leave work.
Medicare’s popular program, offering free gym membership and health education.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
When it comes to generational differences, knowing the facts can be difficult.
Here are 4 great, and sometimes unexpected, places to raise a family.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When markets shift, experienced investors stick to their strategy.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What is your plan for health care during retirement?
There are hundreds of ETFs available. Should you invest in them?