Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Keys to preparing to grow wealthy together.
There are benefits and limitations when you decide to donate stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
When markets shift, experienced investors stick to their strategy.
Investors seeking world investments can choose between global and international funds. What's the difference?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Savvy investors take the time to separate emotion from fact.
The market is as unpredictable as the weather. We'd love to help you prepare.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.