Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
An increasing number have been developed to help individuals with their personal finances.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Estate conservation is too important to put off. Do you have a smart exit strategy?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
When do you need a will? The answer is easy: right now.
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.