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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup

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Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Emerging Market Opportunities

What are your options for investing in emerging markets?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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