Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Tax preparation may be the perfect time to give the household budget a check-up.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Why are 401(k) plans, annuities, and IRAs so popular?
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What does your home really cost?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.