Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Learn when it may not make sense to file a claim on your home insurance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Being healthy not only makes you feel good, it may also help you financially.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
What does your home really cost?
There are things you can do to keep yourself safe when you lose your wallet.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Learn how to harness the power of compound interest for your investments.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Are you ready for retirement? Here are five words you should consider.