Resources

Retirement

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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Annuity Comparison

Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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The Pre-Retirement Checklist

The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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Investments & Money

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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A Primer on Dividends

A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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U.S. Personal Savings Rate

U.S. Personal Savings Rate
What can be learned from the savings rate?
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Making a Charitable Contribution

Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
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Estate

Taxes

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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What If You Get Audited?

What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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How Income Taxes Work

How Income Taxes Work
A quick look at how federal income taxes work.
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Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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