Many People Don't Plan for the Reality of Retirement
Many of us don't prepare well to retire. Some invest money fairly consistently along the way, but don't prepare their life for smooth and fulfilling transitions. READ MORE...
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Financial Planning At Your Fingertips
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
For many, retirement includes contributing their time and talents to an organization in need.
The uncertainties we face in retirement can erode our sense of confidence.
It's important to make sure your retirement strategy anticipates health-care expenses.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations? Here are three tips.
Learn how to harness the power of compound interest for your investments.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.