What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
How Income Taxes Work
A quick look at how federal income taxes work.
Earnings season can move markets. What is it and why is it important?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
There are common mistakes you can avoid when saving for retirement.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
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.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Even low inflation rates can pose a threat to investment returns.