FIT TO RETIRE™
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
However exciting retiring abroad may sound, it deserves considerable planning.
A change in your mindset during retirement may drive changes to your portfolio.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A look inside the U.S. government's statistics on household net worth.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
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
How federal estate taxes work, plus estate management documents and tactics.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
When do you need a will? The answer is easy: right now.
The decision whether to buy or rent a home may have long-term implications.