Here's one strategy that combines two different annuities to generate income and rebuild principal.
Currency has been around for a long time. Here’s a quick history lesson.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
It's important to understand the pros and cons when considering a prepaid debit card.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
It’s never a bad time to speak with your financial advisor about changes in your situation.
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here’s a quick guide to checking to see if you have unclaimed money.
There’s an alarming difference between perception and reality for current and future retirees.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.