Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Rightsizing for Retirement
What does your home really cost?
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
It sounds simple, but paying yourself first can really pay off.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Learn a little about worldwide currency in this fun infographic
For many, retirement includes contributing their time and talents to an organization in need.
Learn when it may not make sense to file a claim on your home insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are hundreds of ETFs available. Should you invest in them?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are a few things to consider when buying or leasing your next vehicle.