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A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Rule of 72

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.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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