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Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Here's a breakdown of how the federal government spends your tax money.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
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.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
With alternative investments, it’s critical to sort through the complexity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There’s an alarming difference between perception and reality for current and future retirees.