Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Calculating your potential Social Security benefit is a three-step process.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Learn about the average American budget in this fun and interactive piece.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate potential long-term care costs and what coverage may help address them.
Compare two different scenarios side by side to see how they stack up over time.
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Compare annuity options to see how each one could affect your long-term income outlook.
Estimate your potential federal capital gains tax liability on the sale of an asset.
See how catch-up contributions after age 50 could significantly boost your retirement balance.
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
