When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
When you’re married and have children, insurance needs will be different.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Being healthy not only makes you feel good, it may also help you financially.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What if instead of buying that vacation home, you invested the money?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here are five facts about Social Security that might surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?