The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Tax preparation may be the perfect time to give the household budget a check-up.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Knowing the rules may help you decide when to start benefits.
Try these activities to keep your brain sharp.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
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.