Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Learn when it may not make sense to file a claim on your home insurance.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that vacation home, you invested the money?
With alternative investments, it’s critical to sort through the complexity.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The decision whether to buy or rent a home may have long-term implications.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.