The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
There’s a link between debt and stress.
During difficult economic times, it is even more critical to be smart about where you spend your money. And it is essential to do your homework so...
People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Women are financially savvy. Yet, there are still unique challenges working against women in retirement.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
There are hundreds of ETFs available. Should you invest in them?
With alternative investments, it’s critical to sort through the complexity.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What does your home really cost?