What Smart Investors Know
Smart investors take the time to separate emotion from fact.
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.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Gaining a better understanding of municipal bonds makes more sense than ever.
Here's a breakdown of how the federal government spends your tax money.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
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 compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential capital gains taxes due on your transactions.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Recent changes in estate tax laws could affect the strategy you have in place.
If you died, what would happen to your email archives, social profiles and online accounts?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn how to harness the power of compound interest for your investments.
Here are five facts about Social Security that might surprise you.