Individual Financial Planning
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Knowing the rules may help you decide when to start benefits.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When considering life insurance, it's important to understand your options.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investors seeking world investments can choose between global and international funds. What's the difference?
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.
Here’s a crash course on saving for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
If you died, what would happen to your email archives, social profiles and online accounts?