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Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Calculating your potential Social Security benefit is a three-step process.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
How does your ideal retirement differ from reality, and what can we do to better align the two?
How do the markets usually react to elections? Was the 2016 election any different?
A bucket plan can help you be better prepared for a comfortable retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?