FIT TO RETIRE™
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
To choose a plan, it’s important to ask yourself four key questions.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: right now.
Here are five facts about Social Security that might surprise you.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
The decision whether to buy or rent a home may have long-term implications.
There are hundreds of ETFs available. Should you invest in them?
Three things to consider before dipping into retirement savings to pay for college.