Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Calculating your potential Social Security benefit is a three-step process.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Retirees traveling abroad need to know that their health insurance travels with them.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
There are common mistakes you can avoid when saving for retirement.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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 key concepts to understand when investing for retirement
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There’s an alarming difference between perception and reality for current and future retirees.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are you ready for retirement? Here are five words you should consider.