FIT TO RETIRE™
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?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Here's a breakdown of how the federal government spends your tax money.
A quick look at how federal income taxes work.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This worksheet can help you estimate the costs of a four-year college program.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
Understanding the cycle of investing may help you avoid easy pitfalls.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.
What if instead of buying that home, you invested that money?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.