My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
For many Americans, eating “healthy” has become a priority, whether for weight loss, disease control or prevention, or just doing right by your body.
Learn how your personality influences your financial views.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Preparing for the unexpected can make all the difference if your family relies on your income.
Even low inflation rates can pose a threat to investment returns.
Have you explored all your options when it comes to managing your taxable income?
Doing your research is key before buying a vacation home.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.