FIT TO RETIRE™
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential capital gains taxes due on your transactions.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
The decision whether to buy or rent a home may have long-term implications.
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.