Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Rightsizing for Retirement
What does your home really cost?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Being healthy not only makes you feel good, it may also help you financially.
Is your estate in order? This short quiz may help you assess your overall strategy.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
There are hundreds of ETFs available. Should you invest in them?
Even low inflation rates can pose a threat to investment returns.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.