Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
For some, the social impact of investing is just as important as the return, perhaps more important.
How long does a $20 bill last?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Term insurance is the simplest form of life insurance. Here's how it works.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
$1 million in a diversified portfolio could help finance part of your retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.