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The Financial Planning Process Identifies Financial Goals and Objectives and Creates A Plan For Achieving Them
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A four-step framework for building a personal legacy.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Marriage changes everything, including your insurance needs.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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 assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Taking your Social Security benefits at the right time may help maximize your benefit.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
When do you need a will? The answer is easy: right now.
Recent changes in estate tax laws could affect the strategy you have in place.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.