One of the most common questions people ask about Social Security is when they should start taking benefits.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What if instead of buying that vacation home, you invested the money?
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.