Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
When to start? Should I continue to work? How can I maximize my benefit?
Here are 4 great, and sometimes unexpected, places to raise a family.
Five phases to changing unhealthy behaviors.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What if instead of buying that vacation home, you invested the money?
Taking your Social Security benefits at the right time may help maximize your benefit.
What does your home really cost?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
$1 million in a diversified portfolio could help finance part of your retirement.