It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you. Their partnership becomes even more important during periods of life transition—particularly retirement. That's because you may be retiring from work.Emoney Advisor Video
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
To choose a plan, it’s important to ask yourself four key questions.
A collection of tips from professional travelers.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When do you need a will? The answer is easy: Right Now.
There are a few things to consider when buying or leasing your next vehicle.
Smart investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?