Maximize Your Social Security
Using software, we analyze hundreds of possible election strategies and identify the one that offers the highest lifetime value. Electing Social Security is one of the biggest decisions you'll make about retirement. Many people stand to gain or lose more than $100,000 in benefits depending on how they make this one decision.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Life insurance proceeds are generally tax-free. But not in all cases.
Get ready to enjoy America’s national park system with this helpful article.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you know how to set up your financial goals for success? This knight does.