Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Tax preparation may be the perfect time to give the household budget a check-up.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
It's important to understand how inflation is reported and how it can affect investments.
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 demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The seas of the market are constantly shifting, and whether the
good ship IPO can set sail may depend heavily on the tides.
Three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that home, you invested that
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?