Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
What can be learned from the savings rate?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Military families face unique challenges, making personal finance even more critical.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.