Many Americans are operating their personal finances with only the barest minimum of knowledge.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.