FIT TO RETIRE™
Rightsizing for Retirement
What does your home really cost?
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
It's important to understand how inflation is reported and how it can affect investments.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Probate can be a completely public process, or it can be managed to include as little information as possible.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate the potential capital gains taxes due on your transactions.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.