The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Life insurance proceeds are generally tax-free. But not in all cases.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Pundits say a lot of things about the markets. Let's see if you can keep up.
A special needs trust helps care for a special needs child when you’re gone.
Around the country, attitudes about retirement are shifting.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.