Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A quick look at how federal income taxes work.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This worksheet can help you estimate the costs of a four-year college program.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Recent changes in estate tax laws could affect the strategy you have in place.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Are you ready for retirement? Here are five words you should consider.
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.