How Income Taxes Work
A quick look at how federal income taxes work.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Knowing the rules may help you decide when to start benefits.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Military families face unique challenges, making personal finance even more critical.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here is a quick history of the Federal Reserve and an overview of what it does.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Around the country, attitudes about retirement are shifting.