Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Beware of these traps that could upend your retirement.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When to start? Should I continue to work? How can I maximize my benefit?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When you’re married and have children, insurance needs will be different.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Around the country, attitudes about retirement are shifting.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.