Do You Owe The AMT?
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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, covering how bond laddering works.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
It sounds simple, but paying yourself first can really pay off.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
When do you need a will? The answer is easy: right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.