Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Bonds may outperform stocks one year only to have stocks rebound the next.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Recent changes in estate tax laws could affect the strategy you have in place.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The decision whether to buy or rent a home may have long-term implications.