FIT TO RETIRE™
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
An inside look at how marginal income tax brackets work.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
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.
Do you have causes that you want to support with donations? Here are three tips.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.