Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much do you need to save each year to meet your long-term financial goals?