Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Calculating your potential Social Security benefit is a three-step process.
These food myths will really put a drain on your wallet.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Marriage changes everything, including your insurance needs.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.