Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Military families face unique challenges, making personal finance even more critical.
A look at the new, record-high retirement contribution limits from the IRS.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Healthy habits are one of the greatest gifts to give your child.
Important items to consider when purchasing condo insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
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.