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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How Income Taxes Work
A quick look at how federal income taxes work.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
As quarterback of your life, here’s a fun way to think about protecting your financial future.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Knowing your options when a CD matures can help you make a sound investment decision.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Are you ready for retirement? Here are five words you should consider.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Recent changes in estate tax laws could affect the strategy you have in place.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.