9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Here are six flags that may make your tax return prime for an IRS audit.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The federal government requires deceased individuals to file a final income tax return.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Here's a breakdown of how the federal government spends your tax money.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The decision whether to buy or rent a home may have long-term implications.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Around the country, attitudes about retirement are shifting.
Taking your Social Security benefits at the right time may help maximize your benefit.
Women must be ready to spend, on average, more years in retirement than men.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”