A More Secure Future for Your Family
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Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The Best Apps in Travel
Technology tips to make your next trip even better.
Why have the markets been so volatile recently?
Here are some simple and inexpensive energy-saving tips that may help you save money.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Retirees traveling abroad need to know that their health insurance travels with them.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are common mistakes you can avoid when saving for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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 average retirement lasts for 18 years. Are you prepared to fill that many days?
All about how missing the best market days (or the worst!) might affect your portfolio.
How do the markets usually react to elections? Was the 2016 election any different?
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
How does your ideal retirement differ from reality, and what can we do to better align the two?