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Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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