Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Understanding how a stock works is key to understanding your investments.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Ascertaining the value of your business is important for a variety of reasons.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work in 2012 to pay federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Three things to consider before dipping into retirement savings to pay for college.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
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?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A bucket plan can help you be better prepared for a comfortable retirement.