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Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Tax preparation may be the perfect time to give the household budget a check-up.
Tips to avoid checking in luggage on your next vacation.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Are you worried about your retirement savings? You’re not alone.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
It’s never a bad time to speak with your financial professional about changes in your situation.
Why are 401(k) plans, annuities, and IRAs so popular?
Make your retirement as exciting as your next vacation.