Individual Financial Planning
U.S. Personal Savings Rate
What can be learned from the savings rate?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
How long does a $20 bill last?
Understanding the economy's cycles can help put current business conditions in better perspective.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
For many, retirement includes contributing their time and talents to an organization in need.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know these three personal finance sayings?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here is a quick history of the Federal Reserve and an overview of what it does.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.