Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
In the face of divorce, making changes to insurance coverage may be overlooked.
Lifestyle considerations in creating your retirement portfolio.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: Right Now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What does your home really cost?
What is your plan for health care during retirement?
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.