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Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Ascertaining the value of your business is important for a variety of reasons.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Why have the markets been so volatile recently?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
It's easy to let investments accumulate like old receipts in a junk drawer.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Investors seeking world investments can choose between global and international funds. What's the difference?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.