The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Knowing the rules may help you decide when to start benefits.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
One of the most common questions people ask about Social Security is when they should start taking benefits.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you explored all of your choices when it comes to managing your taxable income?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.