A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This calculator can help you determine how soon you can pay off your mortgage.
This calculator can help you determine whether you should consider converting to a Roth IRA.