Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Earnings season can move markets. What is it and why is it important?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

One of the most common questions people ask about Social Security is when they should start taking benefits.

Use this calculator to estimate your capital gains tax.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Determine if you are eligible to contribute to a traditional or Roth IRA.

There are some smart strategies that may help you pursue your investment objectives

Using smart management to get more of what you want and free up assets to invest.

A presentation about managing money: using it, saving it, and even getting credit.

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.