It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
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.
Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will Your Funds Last?
Use this calculator to estimate how much income and savings you may need in retirement.
Knowing your likely life expectancy is an important factor in making long-term financial plans.