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A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the economy's cycles can help put current business conditions in better perspective.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What can be learned from the savings rate?
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are hundreds of ETFs available. Should you invest in them?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
$1 million in a diversified portfolio could help finance part of your retirement.
Smart investors take the time to separate emotion from fact.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.