The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
An inside look at how marginal income tax brackets work.
This worksheet can help you estimate the costs of a four-year college program.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Term insurance is the simplest form of life insurance. Here's how it works.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How will you weather the ups and downs of the business cycle?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The market is as unpredictable as the weather. We’d love to help you prepare.
Taking your Social Security benefits at the right time may help maximize your benefit.