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The Financial Planning Process Identifies Financial Goals and Objectives and Creates A Plan For Achieving Them
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Simple steps may help you foil hackers and protect your privacy.
What can be learned from the savings rate?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are hundreds of ETFs available. Should you invest in them?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
The decision whether to buy or rent a home may have long-term implications.