FIT TO RETIRE™
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Here's a breakdown of how the federal government spends your tax money.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Tax preparation may be the perfect time to give the household budget a check-up.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?
Have you explored all of your choices when it comes to managing your taxable income?
Understanding the cycle of investing may help you avoid easy pitfalls.