The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Calculating your potential Social Security benefit is a three-step process.
Explore the growing influence women wield over the economy with this handy infographic.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Five phases to changing unhealthy behaviors.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Taking your Social Security benefits at the right time may help maximize your benefit.
Even low inflation rates can pose a threat to investment returns.
Pundits say a lot of things about the markets. Let's see if you can keep up.
All about how missing the best market days (or the worst!) might affect your portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There’s an alarming difference between perception and reality for current and future retirees.