Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
This worksheet can help you estimate the costs of a four-year college program.
Simple steps may help you foil hackers and protect your privacy.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
There are things about Social Security that might surprise you.
Don't let procrastination keep you from pursuing your financial dreams and goals.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
What if instead of buying that home, you invested that money?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.