Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Knowing your options when a CD matures can help you make a sound investment decision.
There are ways to improve your physical fitness without denting your fiscal fitness.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
Smart investors take the time to separate emotion from fact.
It's easy to let investments accumulate like the junk in a junk drawer.
Recent changes in estate tax laws could affect the strategy you have in place.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.