What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There are things about Social Security that might surprise you.
Understanding how a stock works is key to understanding your investments.
Even if you’re young and single, you should still consider protecting yourself.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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 estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
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.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
With alternative investments, it’s critical to sort through the complexity.
Do you have causes that you want to support with donations? Here are three tips.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What does your home really cost?
Here is a quick history of the Federal Reserve and an overview of what it does.