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Families
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Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Saving for College 101
Here’s a crash course on saving for college.