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Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

 

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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