Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
When to start? Should I continue to work? How can I maximize my benefit?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.