What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Rightsizing for Retirement
What does your home really cost?
Around the country, attitudes about retirement are shifting.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Understanding the types of long-term-care services—and what those services could cost—may be critical.
When you’re married and have children, insurance needs will be different.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A few strategies that may help you prepare for the cost of higher education.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are hundreds of ETFs available. Should you invest in them?
Here is a quick history of the Federal Reserve and an overview of what it does.
Taking your Social Security benefits at the right time may help maximize your benefit.
2018 could be shaping up to be an interesting year.
When do you need a will? The answer is easy: Right Now.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?