What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Protect yourself against the damage that your homeowners policy doesn’t cover.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here are 4 great, and sometimes unexpected, places to raise a family.
Four vacation destinations you might never have thought of.
Military families face unique challenges, making personal finance even more critical.
Here are five facts about Social Security that are important to keep in mind.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
Women must be ready to spend, on average, more years in retirement than men.
When should you take your Social Security benefit?
What if instead of buying that vacation home, you invested the money?
Understanding the cycle of investing may help you avoid easy pitfalls.
Are you ready for retirement? Here are five words you should consider.