Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This worksheet can help you estimate the costs of a four-year college program.
Five strategies for managing your student debt.
Understanding how a stock works is key to understanding your investments.
It's important to make sure your retirement strategy anticipates health-care expenses.
Knowing the rules may help you decide when to start benefits.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How do the markets usually react to elections? Was the 2016 election any different?
Are you ready for retirement? Here are five words you should consider.
There are three things to consider before dipping into retirement savings to pay for college.
You’ve made investments your whole life. Work with us to help make the most of them.
What does your home really cost?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.