The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Gaining a better understanding of municipal bonds makes more sense than ever.
Tax preparation may be the perfect time to give the household budget a check-up.
Purchasing homeowners insurance is critical for protecting your home.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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.