Getting Married
Financial Guides
Getting Maried (or Divorced): Some Financial Guidelines
Life Insurance: How Much and What Kind To Buy
Frequently Asked Questions
Getting Maried Frequently Asked Questions
Life Insurance Frequently Asked Questions
Financial Calculators
Becoming a Parent
Financial Guides
Becoming a Parent: The Financial Considerations
The “Nanny Tax” Rules: What To Do if You Have Household Employees
Your Child’s Education: How To Finance It
Life Insurance: How Much and What Kind To Buy
Frequently Asked Questions
Raising a Child: Frequently Asked Questions
“Nanny Tax” Rules: Frequently Asked Questions
Saving for College: Frequently Asked Questions
Life Insurance Frequently Asked Questions
Financial Calculators
Preparing for College
Financial Guides
Your Child’s Education: How To Finance It
Higher Education Costs: How To Get The Best Tax Treatment
Frequently Asked Questions
Saving for College: Frequently Asked Questions
Tax Benefits of Higher Education: Frequently Asked Questions
Financial Calculators
Developing a Financial Plan
Financial Guides
Your Financial Plan: Getting Started On a Secure Future
Budgeting: How To Prepare a Workable Plan
Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
Investment Options: Frequently Asked Questions
Financial Calculators
How Much Am I Spending
How Do Taxes and Inflation Impact My Investment Return?
How Long Will It Take To Pay Off My Credit Card?
Dealing With Your Bank
Financial Guides
Bank Accounts: What To Look and Ask For
Applying For a Loan: How To Get The Best Loan At The Lowest Cost
Frequently Asked Questions
Bank Accounts: Frequently Asked Questions
ATM Transactions: Frequently Asked Questions
Getting a Loan: Frequently Asked Questions
Loan Questions: Frequently Asked Questions
Improving Your Credit
Financial Guides
Credit Cards: How To Choose – And Use – Them Wisely
Credit Reports: What You Should Know – And Do – About Yours
Merchant Credit Card Abuses: What They Cannot Ask You To Do
Your Credit Card Rights: What To Do If You Have a Problem
Getting Out of Financial Trouble: Steps You Can Take
Frequently Asked Questions
Credit Cards: Frequently Asked Questions
Credit Reports: Frequently Asked Questions
Financial Trouble: Frequently Asked Questions
Credit Rating: Frequently Asked Questions
Loan Questions: Frequently Asked Questions
Financial Calculators
Should I Consolidate My Personal Debt Into A New Loan?
What Is The Impact Of Making Extra Payments On My Debt?
Should I Consolidate My Personal Debt Into A New Loan?
How Long Will It Take To Pay Off My Credit Card?
Choosing A Professional
Financial Guides
Lawyers: How To Choose The Right One
Are You Getting Good Financial Advice?
Frequently Asked Questions
Buying Insurance
Financial Guides
Homeowner’s Insurance: How To Get The Best Coverage and Value
Car Insurance: 10 Cost-Cutters To Save You Money
Life Insurance: How Much and What Kind To Buy
Disability Insurance: What To Look For
Disability Benefits: How To Get All You’re Entitled To
Long-Term Care Insurance: How To Get The Best Deal
Annuities: How They Work and When You Should Use Them
The Affordable Care Act
Frequently Asked Questions
Homeowner’s Insurance: Frequently Asked Questions
Car Insurance: Frequently Asked Questions
Life Insurance: Frequently Asked Questions
Disability Insurance: Frequently Asked Questions
Long-Term Care Insurance: Frequently Asked Questions
Annuities: Frequently Asked Questions
Financial Calculators
Getting A Loan
Financial Guides
Mortgage Alternatives: How To Choose The Right One
Refinancing Your Mortgage: When and How
Home Equity Loans: How To Shop For The One That Is Best For You
Mortgage Lock-ins: Questions To Ask
Getting Out of Financial Trouble: Steps You Can Take
Frequently Asked Questions
Getting a Loan: Frequently Asked Questions
Loan Questions: Frequently Asked Questions
Financing Questions: Frequently Asked Questions
Credit Reports: Frequently Asked Questions
Credit Rating: Frequently Asked Questions
Financial Trouble: Frequently Asked Questions
Financial Calculators
Should I Refinance My Mortgage?
Comparing Mortgage Terms (i.e. 15, 20, 30 year)
What Would My Auto Payments Be?
Should I lease or buy equipment?
Planning For Retirement
Financial Guides
Your Retirement Plan: How To Get Started
10 Retirement Saving Tips
Social Security Benefits: How To Get The Maximum Amount
Should You Count On Social Security?
Annuities: How They Work and When You Should Use Them
Retirement Plan Distributions: When To Take Them
Roth IRAs: How They Work and How To Use Them
The “SIMPLE” Plan: A Retirement Plan for the Really Small Business
Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
Social Security Benefits: Frequently Asked Questions
Annuities: Frequently Asked Questions
Investment Options: Frequently Asked Questions
Retirement Plan Distributions: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Disability Insurance: Frequently Asked Questions
Long-Term Care Insurance: Frequently Asked Questions
IRAs: Frequently Asked Questions
Traditional vs Roth IRAs: Frequently Asked Questions
Financial Calculators
How Much Will I Need To Save For Retirement?
Social Security Retirement Income Estimator
When Should I Begin Saving For Retirement?
How Much Can I Contribute To An IRA?
Should I Convert To A Roth IRA?
What Is My Projected Required Minimum Distribution?
Becoming A Millionaire
Buying & Maintaining A Car
Financial Guides
Your Next Car: Should You Buy Or Lease?
Car Insurance: 10 Cost-Cutters To Save You Money
Frequently Asked Questions
Buying or Leasing Your Next Car: Frequently Asked Questions
Financial Calculators
Should I Lease or Purchase An Auto?
What Would My Auto Payments Be?
Buying & Selling A Home
Financial Guides
Buying a Home: What To Do and How To Do It
Homeowner’s Insurance: How To Get The Best Coverage and Value
Mortgage Alternatives: How To Choose The Right One
Home Mortgage Interest Deductions
The Deductibility of Points
Refinancing Your Mortgage: When and How
Selling Your Home: How To Do It Effectively
Selling Your Home: How To Minimize the Tax On the Gain
Which Moving Expenses Are Deductible?
The Deduction For Real Estate Taxes
Frequently Asked Questions
Buying a Home: Frequently Asked Questions
Homeowner’s Insurance: Frequently Asked Questions
Mortgages: Frequently Asked Questions
Selling Your Home: Frequently Asked Questions
Planning Your Move: Frequently Asked Questions
Financial Calculators
Should I Refinance My Mortgage?
Comparing Mortgage Terms (i.e. 15, 20, 30 year)
Planning Your Estate
Financial Guides
Estate Planning: How To Get Started
Post-Mortem Letter: How To Prepare It and What To Include
Retirement Plan Distributions: When To Take Them
Roth IRAs: How They Work and How To Use Them
Frequently Asked Questions
Living Trusts: Frequently Asked Questions
Wills: Frequently Asked Questions
Your Estate and Taxes: Frequently Asked Questions
Financial Calculators
Making Charitable Contributions
Financial Guides
Charitable Contributions: How To Give Wisely
Charitable Contributions of Property: Maximizing the Deduction
What Records You Must Keep Relating To Your Charitable Contributions
Advanced Charity Techniques: Maximizing Your Deduction
Fraudulent Charities: How To Protect Yourself
Frequently Asked Questions
Charitable Contributions: Frequently Asked Questions
Charitable Deductions: Frequently Asked Questions
Avoiding Scams
Financial Guides
Con Artists: How To Spot and Stop Them
Fraudulent Charities: How To Protect Yourself
Frequently Asked Questions
Getting Divorced or Becoming Widowed
Coping with Major Illness
Financial Guides
Long-Term Care Insurance: How To Get The Best Deal
Disability Insurance: What To Look For
Disability Benefits: How To Get All You’re Entitled To
Social Security Benefits: How To Get The Maximum Amount
Frequently Asked Questions
Disability Insurance: Frequently Asked Questions
Social Security Benefits: Frequently Asked Questions
Coping with Death of a Loved One
Improving Your Retirement
Financial Guides
Retirement Plan Distributions: When To Take Them
Social Security Benefits: How To Get The Maximum Amount
Survivors Benefits: A Guide To This Often overlooked Insurance Add-On
Your Pension: What You’re Entitled To
Reverse Mortgages: How They Can Enhance Your Retirement
Tap Your Retirement Money Early and Minimize Penalties
Annuities: How They Work and When You Should Use Them
Roth IRAs: How They Work and How To Use Them
Frequently Asked Questions
Retirement Plan Distributions: Frequently Asked Questions
Social Security Benefits: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Annuities: Frequently Asked Questions
IRAs: Frequently Asked Questions
Traditional vs Roth IRAs: Frequently Asked Questions
Financial Calculators
How Much Will I Need To Save For Retirement?
Social Security Retirement Income Estimator
How Much Can I Contribute To An IRA?
Should I Convert To A Roth IRA?
What Is My Projected Required Minimum Distribution?
When Should I Begin Saving For Retirement?
Becoming A Millionaire