FIT TO RETIRE™
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Understanding how capital gains are taxed may help you refine your investment strategies.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
If you died, what would happen to your email archives, social profiles and online accounts?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have you explored all of your choices when it comes to managing your taxable income?