1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Tax preparation may be the perfect time to give the household budget a check-up.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The federal government requires deceased individuals to file a final income tax return.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you have causes that you want to support with donations? Here are three tips.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know these three personal finance sayings?
A special needs trust helps care for a special needs child when you’re gone.
There are hundreds of ETFs available. Should you invest in them?
