What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
It's important to understand the pros and cons when considering a prepaid debit card.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
For homeowners who think their property taxes are too high, there are ways to appeal.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Life insurance proceeds are generally tax-free. But not in all cases.
In the face of divorce, making changes to insurance coverage may be overlooked.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: Right Now.