Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Learning more about gold, and its history, may help you answer that question.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.