When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Here are 4 great, and sometimes unexpected, places to raise a family.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Calculating your potential Social Security benefit is a three-step process.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Military families face unique challenges, making personal finance even more critical.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know these three personal finance sayings?
There’s an alarming difference between perception and reality for current and future retirees.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.