Did you know that 60% of workers report that the total value of their household's savings and investments, excluding the value of their home and any pension plan is less than $25,000?**
Plan for your retirement today!
** As quoted by Employee Benefit Research Institute, 2012.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Military families face unique challenges, making personal finance even more critical.
Knowing the rules may help you decide when to start benefits.
Gaining a better understanding of municipal bonds makes more sense than ever.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential capital gains taxes due on your transactions.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Smart investors take the time to separate emotion from fact.
The decision whether to buy or rent a home may have long-term implications.
Have you explored all of your choices when it comes to managing your taxable income?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Do you have causes that you want to support with donations? Here are three tips.