Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
That big list of dreams and goals isn't the only way to look at your bucket list.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: Right Now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.