Helpful Content
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?