What is a Stretch IRA?
If you fail to name a beneficiary on your IRA, it may be much more difficult for your beneficiaries to ‘stretch’ the inherited IRA over their lifetimes.
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Financial Planning At Your Fingertips
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Understanding the economy's cycles can help put current business conditions in better perspective.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Gaining a better understanding of municipal bonds makes more sense than ever.
A look inside the U.S. government's statistics on household net worth.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are hundreds of ETFs available. Should you invest in them?
Learn how to harness the power of compound interest for your investments.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
How will you weather the ups and downs of the business cycle?