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Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding the economy's cycles can help put current business conditions in better perspective.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Five phases to changing unhealthy behaviors.
Earnings season can move markets. What is it and why is it important?
Simple steps may help you foil hackers and protect your privacy.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Are you ready for retirement? Here are five words you should consider.
A bucket plan can help you be better prepared for a comfortable retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Smart investors take the time to separate emotion from fact.