Over the next 20 years, more than 10,000 Baby Boomers will be retiring every single day while health and medical insurance is forecast to increase by an average of 5% each year – putting even more pressure on most retiring Boomers’ underfunded retirement nest eggs.**
Are you on track with your retirement savings?
** As quoted by FinancialPlanning.com, 2015
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
For some, the social impact of investing is just as important as the return, perhaps more important.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
What can be learned from the savings rate?
A change in your mindset during retirement may drive changes to your portfolio.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
How long does a $20 bill last?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
Smart investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?
Three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
With alternative investments, it’s critical to sort through the complexity.