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Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Use this handy calendar to remember the year’s most important financial dates.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Retirement choices can be intimidating. Picking the right strategy.
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
The importance of life insurance, how it works, and how much coverage you need.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When should you take your Social Security benefit?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
This video discusses issues related to your retirement accounts when you move on from your job.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.