Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Knowing the rules may help you decide when to start benefits.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Simple steps may help you foil hackers and protect your privacy.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Learn how to harness the power of compound interest for your investments.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Recent changes in estate tax laws could affect the strategy you have in place.
There’s an alarming difference between perception and reality for current and future retirees.