FIT TO RETIRE™
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
It's important to make sure your retirement strategy anticipates health-care expenses.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
An increasing number have been developed to help individuals with their personal finances.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?