Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Investors who put off important investment decisions may face potential consequence to their future financial security.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential capital gains taxes due on your transactions.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Three things to consider before dipping into retirement savings to pay for college.
Recent changes in estate tax laws could affect the strategy you have in place.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?