Vice President of Operations
Individual Financial Planning
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Here are five facts about Social Security that are important to keep in mind.
There are ways to improve your physical fitness without denting your fiscal fitness.
Can you keep up with your children’s mobile slang?
The federal government requires deceased individuals to file a final income tax return.
Five phases to changing unhealthy behaviors.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investors seeking world investments can choose between global and international funds. What's the difference?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What are your options for investing in emerging markets?
There are hundreds of ETFs available. Should you invest in them?
Have you explored all your options when it comes to managing your taxable income?