Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much life insurance would you need to produce a sufficient income stream for your family?
A balance sheet summarizes your assets and liabilities and reveals your net worth.