Many Americans are operating their personal finances with only the barest minimum of knowledge.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Bonds may outperform stocks one year only to have stocks rebound the next.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Smart investors take the time to separate emotion from fact.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A special needs trust helps care for a special needs child when you’re gone.