How much can you afford to pay for a car?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will It Take to Pay my Balance?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator can help you estimate your annual federal income tax liability.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much would your monthly lease payment be?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much will it cost to pay off a loan over its lifetime?
Will you be able to afford nursing home care?
This calculator can help you determine how soon you can pay off your mortgage.
Determine whether you should consider refinancing your mortgage.
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage.
Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use.
An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays.
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
Historically low interest rates have driven record homebuying. This article provides some ideas to consider when applying for a mortgage.
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
This article discusses various high-frequency indicators economists use to monitor the pandemic’s impact and the economic recovery’s progress.
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
Do you know the differences between open-end and closed-end funds? This article compares the two.
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips.
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.
A living trust can help control the distribution of your estate upon death.
Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.
A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.
A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you were to suffer an illness or disability that required long-term nursing care, would you be covered?
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
United States tax law is a constantly changing landscape. The latest major piece of tax legislation is the Tax Cuts and Jobs Act of 2017.
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.
There can be a substantial benefit to deferring taxes as long as possible.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
There are a number of savings alternatives that could help you earn a reasonable rate of return.