The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
As our nation ages, many Americans are turning their attention to caring for aging parents.
A collection of tips from professional travelers.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
It’s never a bad time to speak with your financial advisor about changes in your situation.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?