Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Life and Death of a \$20 Bill
How long does a $20 bill last?
As our nation ages, many Americans are turning their attention to caring for aging parents.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Even low inflation rates over an extended period of time can impact your finances in retirement.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
The uncertainties we face in retirement can erode our sense of confidence.
Being healthy not only makes you feel good, it may also help you financially.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Why are 401(k) plans, annuities, and IRAs so popular?
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations? Here are three tips.
Are you ready for retirement? Here are five words you should consider.
Have you explored all of your choices when it comes to managing your taxable income?