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Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Talking about money isn’t as scary as it seems.
This checklist can give you a quick snapshot of how prepared you are.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Taking your Social Security benefits at the right time may help maximize your benefit.