The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust It May Be Time for a Financial Checkup Acres of Diamonds

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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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