Financial Guides
Life Events
- Getting Married (or Divorced): Some Financial Guidelines
- Getting Married: Frequently Asked Questions
- Life Insurance: How Much and What Kind To Buy
- Life Insurance: Frequently Asked Questions
- How Much Am I Spending?
- Becoming a Parent: The Financial Considerations
- Raising a Child: Frequently Asked Questions
- The “Nanny Tax” Rules: What To Do If You Have Household Employees
- “Nanny Tax” Rules: Frequently Asked Questions
- How Much Am I Spending?
- Your Child’s Education: How To Finance It
- Saving for College: Frequently Asked Questions
- Life Insurance: How Much and What Kind To Buy
- Life Insurance: Frequently Asked Questions
- How Much Life Insurance Do I Need?
- Your Child’s Education: How To Finance It
- Higher Education Costs: How To Get The Best Tax Treatment
- Saving for College: Frequently Asked Questions
- Tax Benefits of Higher Education: Frequently Asked Questions
- How Much Should I Be Saving For College?
- Your Financial Plan: Getting Started On a Secure Future
- Budgeting: How To Prepare a Workable Plan
- Developing a Financial Plan: Frequently Asked Questions
- Investment Options: Frequently Asked Questions
- How Much Am I Spending?
- How Do Taxes and Inflation Impact My Investment Return?
- How Long Will It Take To Pay Off My Credit Card?
- Bank Accounts: What To Look and Ask For
- Bank Accounts: Frequently Asked Questions
- ATM Transactions: Frequently Asked Questions
- Applying For a Loan: How To Get The Best Loan At The Lowest Cost
- Getting a Loan: Frequently Asked Questions
- Loan Questions: Frequently Asked Questions
- Credit Cards: How To Choose – And Use – Them Wisely
- Credit Cards: Frequently Asked Questions
- Credit Reports: What You Should Know – And Do – About Yours
- Credit Reports: Frequently Asked Questions
- Merchant Credit Card Abuses: What They Cannot Ask You To Do
- Your Credit Card Rights: What To Do If You Have a Problem
- Getting Out of Financial Trouble: Steps You Can Take
- Financial Trouble: Frequently Asked Questions
- Credit Rating: Frequently Asked Questions
- Loan Questions: Frequently Asked Questions
- Should I Consolidate My Personal Debt Into A New Loan?
- What Is The Impact Of Making Extra Payments On My Debt?
- Should I Consolidate My Personal Debt Into A New Loan?
- How Long Will It Take To Pay Off My Credit Card?
- Lawyers: How To Choose The Right One
- Are You Getting Good Financial Advice?
- Choosing a Professional: Frequently Asked Questions
- Homeowner’s Insurance: How To Get The Best Coverage and Value
- Homeowner’s Insurance: Frequently Asked Questions
- Car Insurance: 10 Cost-Cutters To Save You Money
- Car Insurance: Frequently Asked Questions
- Life Insurance: How Much and What Kind To Buy
- Life Insurance: Frequently Asked Questions
- Disability Insurance: What To Look For
- Disability Insurance: Frequently Asked Questions
- Disability Benefits: How To Get All You’re Entitled To
- Long-Term Care Insurance: How To Get The Best Deal
- Long-Term Care Insurance: Frequently Asked Questions
- Annuities: How They Work and When You Should Use Them
- Annuities: Frequently Asked Questions
- How Much Life Insurance Do I Need?
- The Affordable Care Act
- Mortgage Alternatives: How To Choose The Right One
- Refinancing Your Mortgage: When and How
- Home Equity Loans: How To Shop For The One That Is Best For You
- Mortgage Lock-ins: Questions To Ask
- Getting a Loan: Frequently Asked Questions
- Loan Questions: Frequently Asked Questions
- Financing Questions: Frequently Asked Questions
- Credit Reports: Frequently Asked Questions
- Credit Rating: Frequently Asked Questions
- Getting Out of Financial Trouble: Steps You Can Take
- Financial Trouble: Frequently Asked Questions
- Should I Refinance My Mortgage?
- Comparing Mortgage Terms (i.e. 15, 20, 30 year)
- What Would My Auto Payments Be?
- Should I lease or buy equipment?
- Your Retirement Plan: How To Get Started
- Developing a Financial Plan: Frequently Asked Questions
- 10 Retirement Saving Tips
- Social Security Benefits: How To Get The Maximum Amount
- Social Security Benefits: Frequently Asked Questions
- Should You Count On Social Security?
- Annuities: How They Work and When You Should Use Them
- Annuities: Frequently Asked Questions
- Investment Options: Frequently Asked Questions
- Retirement Plan Distributions: When To Take Them
- Retirement Plan Distributions: How To Take Them
- Retirement Plan Distributions: Frequently Asked Questions
- Retirement Assets: Frequently Asked Questions
- Roth IRAs: How They Work and How To Use Them
- The “SIMPLE” Plan: A Retirement Plan for the Really Small Business
- Disability Insurance: Frequently Asked Questions
- Long-Term Care Insurance: Frequently Asked Questions
- IRAs: Frequently Asked Questions
- Traditional vs Roth IRAs: Frequently Asked Questions
- How Much Will I Need To Save For Retirement?
- Social Security Retirement Income Estimator
- When Should I Begin Saving For Retirement?
- How Much Can I Contribute To An IRA?
- Should I Convert To A Roth IRA?
- What Is My Projected Required Minimum Distribution?
- Becoming A Millionaire
- Your Next Car: Should You Buy Or Lease?
- Buying or Leasing Your Next Car: Frequently Asked Questions
- Car Insurance: 10 Cost-Cutters To Save You Money
- Car Insurance: Frequently Asked Questions
- Should I Lease or Purchase An Auto?
- What Would My Auto Payments Be?
- Buying a Home: What To Do and How To Do It
- Buying a Home: Frequently Asked Questions
- Homeowner’s Insurance: How To Get The Best Coverage and Value
- Homeowner’s Insurance: Frequently Asked Questions
- Mortgage Alternatives: How To Choose The Right One
- Mortgages: Frequently Asked Questions
- Home Mortgage Interest Deductions
- The Deductibility of Points
- Refinancing Your Mortgage: When and How
- Selling Your Home: How To Do It Effectively
- Selling Your Home: How To Minimize the Tax On the Gain
- Selling Your Home: Frequently Asked Questions
- Which Moving Expenses Are Deductible?
- Planning Your Move: Frequently Asked Questions
- The Deduction For Real Estate Taxes
- Should I Refinance My Mortgage?
- Comparing Mortgage Terms (i.e. 15, 20, 30 year)
- Estate Planning: How To Get Started
- Postmortem Letter: How To Prepare It and What To Include
- Retirement Plan Distributions: When To Take Them
- Retirement Plan Distributions: How To Take Them
- Roth IRAs: How They Work and How To Use Them
- Living Trusts: Frequently Asked Questions
- Wills: Frequently Asked Questions
- Your Estate and Taxes: Frequently Asked Questions
- What Is My Potential Estate Tax Liability?
- Charitable Contributions: How To Give Wisely
- Charitable Contributions: Frequently Asked Questions
- Charitable Contributions of Property: Maximizing the Deduction
- What Records You Must Keep Relating To Your Charitable Contributions
- Advanced Charity Techniques: Maximizing Your Deduction
- Charitable Deductions: Frequently Asked Questions
- Fraudulent Charities: How To Protect Yourself
- Con Artists: How To Spot and Stop Them
- Fraudulent Charities: How To Protect Yourself
- Avoiding Scams: Frequently Asked Questions
- Getting Married (or Divorced): Some Financial Guidelines
- Getting Married: Frequently Asked Questions
- Getting Divorced: Frequently Asked Questions
- Life Insurance: How Much and What Kind To Buy
- Long-Term Care Insurance: How To Get The Best Deal
- Disability Insurance: What To Look For
- Disability Insurance: Frequently Asked Questions
- Disability Benefits: How To Get All You’re Entitled To
- Social Security Benefits: How To Get The Maximum Amount
- Social Security Benefits: Frequently Asked Questions
- Death of a Spouse: Financial Steps You Should Take
- Death of a Loved One: Frequently Asked Questions
- Funerals: What To Do At This Stressful Time
- Postmortem Letter: How To Prepare It and What To Include
- Retirement Plan Distributions: When To Take Them
- Retirement Plan Distributions: How To Take Them
- Retirement Plan Distributions: Frequently Asked Questions
- Social Security Benefits: How To Get The Maximum Amount
- Social Security Benefits: Frequently Asked Questions
- Survivors Benefits: A Guide To This Often overlooked Insurance Add-On
- Your Pension: What You’re Entitled To
- Reverse Mortgages: How They Can Enhance Your Retirement
- Tap Your Retirement Money Early and Minimize Penalties
- Retirement Assets: Frequently Asked Questions
- Annuities: How They Work and When You Should Use Them
- Annuities: Frequently Asked Questions
- IRAs: Frequently Asked Questions
- Traditional vs Roth IRAs: Frequently Asked Questions
- Roth IRAs: How They Work and How To Use Them
- How Much Will I Need To Save For Retirement?
- Social Security Retirement Income Estimator
- How Much Can I Contribute To An IRA?
- Should I Convert To A Roth IRA?
- What Is My Projected Required Minimum Distribution?
- When Should I Begin Saving For Retirement?
- Becoming A Millionaire
- Saving Money: 10 Major Ways To Increase Your Nest Egg
- Recordkeeping Guide: How Long You Should Retain Your Records
- Document Locator System: A Handy Aid For Keeping Track of Your Records
- Other Situations: Frequently Asked Questions
- Becoming A Millionaire
Business Strategies
- Starting a Business? 3 Things You Must Know
- Form of Business Organization: Which Should You Choose?
- Business Forms of Organization: Frequently Asked Questions
- Advantages of Incorporating
- Incorporating: Frequently Asked Questions
- Advantages of Limited Liability Companies
- Limited Liability Companies: Frequently Asked Questions
- Business Plans: How To Prepare An Effective One
- Raising Capital: How To Get Money For a Small Business
- The Home-Based Business: Some Basics You Should Consider
- Small Business: Frequently Asked Questions
- Financing Questions: Frequently Asked Questions
- Recordkeeping For Your Taxes: Frequently Asked Questions
- Choosing a Professional: Frequently Asked Questions
- How many units do I need to sell to breakeven?
- Recordkeeping For Your Taxes: Frequently Asked Questions
- Cash Flow – The Pulse of Your Business
- Travel and Entertainment: Maximizing the Tax Benefits
- Travel and Entertainment: Frequently Asked Questions
- Employee Benefits: How To Handle Them
- Employee Benefits: Frequently Asked Questions
- Document Locator System: A Handy Aid For Keeping Track of Your Records
- The Home-Based Business: Some Basics You Should Consider
- Financial Planning Tips For Business Owners
- The “SIMPLE” Plan: A Retirement Plan for the Really Small Business
- Small Business: Frequently Asked Questions
- Financing Questions: Frequently Asked Questions
- How many units do I need to sell to breakeven?
- What are my business financial ratios?
- Evaluating Your Market: A Basic Review
- Pricing Your Products and Services: A Basic Review
- Marketing and Pricing: Frequently Asked Questions
- Developing An Advertising Program: A Basic Review
- Referrals: The Secret to Building a Better Business Faster
- How To Get Your Customers To Trust You
- The Nicest Way To Build Your Business
- Developing a Unique Selling Proposition
- Uncover Your Business’s Most Valuable Hidden Asset
- How to Profitably Grow Your Business With Less Stress
- Raising Capital: How To Get Money For a Small Business
- How many units do I need to sell to breakeven?
- Raising Capital: How To Get Money For a Small Business
- Show Me The Money! Strategies For Securing a Loan
- Should I lease or buy equipment?
- What are my business financial ratios?
- Your Business Succession: How To Plan For It
- Successfully Pass On Your Family Business To Next Generation
- Maximize Your Wealth With a Winning Exit Plan
- What is the value of my business?
Frequently Asked Questions
- Small Business: Frequently Asked Questions
- Choosing a Professional: Frequently Asked Questions
- Employee Benefits: Frequently Asked Questions
- Recordkeeping: Frequently Asked Questions
- Travel and Entertainment: Frequently Asked Questions
- Marketing and Pricing: Frequently Asked Questions
- Business Forms of Organization: Frequently Asked Questions
- Incorporating: Frequently Asked Questions
- Limited Liability Companies: Frequently Asked Questions
- Buying a Home: Frequently Asked Questions
- Mortgages: Frequently Asked Questions
- Homeowner’s Insurance: Frequently Asked Questions
- Selling Your Home: Frequently Asked Questions
- Planning Your Move: Frequently Asked Questions
- Developing a Financial Plan: Frequently Asked Questions
- Investment Options: Frequently Asked Questions
- Annuities: Frequently Asked Questions
- Bonds: Frequently Asked Questions
- Mutual Funds: Frequently Asked Questions
- Stocks: Frequently Asked Questions
- Saving for College: Frequently Asked Questions
- Retirement Assets: Frequently Asked Questions
- Retirement Plan Distributions: Frequently Asked Questions
- IRAs: Frequently Asked Questions
- Traditional vs Roth IRAs: Frequently Asked Questions
- Social Security Benefits: Frequently Asked Questions
- Car Insurance: Frequently Asked Questions
- Disability Insurance: Frequently Asked Questions
- Homeowner’s Insurance: Frequently Asked Questions
- Life Insurance: Frequently Asked Questions
- Long-Term Care Insurance: Frequently Asked Questions
- Buying or Leasing Your Next Car: Frequently Asked Questions
- Getting Married: Frequently Asked Questions
- Getting Divorced: Frequently Asked Questions
- Death of a Loved One: Frequently Asked Questions
- Other Situations: Frequently Asked Questions
- Credit Cards: Frequently Asked Questions
- Credit Reports: Frequently Asked Questions
- Credit Rating: Frequently Asked Questions
- Financial Trouble: Frequently Asked Questions
- Financing Questions: Frequently Asked Questions
- Getting a Loan: Frequently Asked Questions
- Loan Questions: Frequently Asked Questions
- Bank Accounts: Frequently Asked Questions
- ATM Transactions: Frequently Asked Questions
- Charitable Contributions: Frequently Asked Questions
- Charitable Deductions: Frequently Asked Questions
- Living Trusts: Frequently Asked Questions
- Your Estate and Taxes: Frequently Asked Questions
- Raising a Child: Frequently Asked Questions
- Saving for College: Frequently Asked Questions
- “Nanny Tax” Rules: Frequently Asked Questions
- Avoiding Scams: Frequently Asked Questions
- Tax Saving Strategies: Frequently Asked Questions
- Recordkeeping For Your Taxes: Frequently Asked Questions
- Tax Benefits of Higher Education: Frequently Asked Questions
- Tax Planning For Small Business Owners
- 7 Biggest Misconceptions Business Owners Have About Their Returns
- Travel and Entertainment: Maximizing the Tax Benefits
- 7 Ways To Save Even More Income Taxes
- The Home Office Deduction
- Turn your Vacation Into a Tax Deduction
- Form of Business Organization: Which Should You Choose?
- Retirement Plan Options For Small Businesses
- The “SIMPLE” Plan: A Retirement Plan for the Really Small Business
- Recordkeeping: Frequently Asked Questions
- Tax Saving Strategies: A Helpful Checklist
- Tax Saving Strategies: Frequently Asked Questions
- Travel and Entertainment: Maximizing the Tax Benefits
- Travel and Entertainment: Frequently Asked Questions
- The “Nanny Tax” Rules: What To Do If You Have Household Employees
- “Nanny Tax” Rules: Frequently Asked Questions
- Higher Education Costs: How To Get The Best Tax Treatment
- Tax Benefits of Higher Education: Frequently Asked Questions
- Selling Your Home: How To Minimize the Tax On the Gain
- The Deductibility of Points
- Annuities: How They Work and When You Should Use Them
- Annuities: Frequently Asked Questions
- Retirement Assets: Frequently Asked Questions
- Retirement Plan Distributions: When To Take Them
- Retirement Plan Distributions: How To Take Them
- Roth IRAs: How They Work and How To Use Them
- Mutual Fund Taxation: How To Cut The Tax Bite
- Mutual Funds: Frequently Asked Questions
- Traditional vs Roth IRAs: Frequently Asked Questions
- Recordkeeping: Frequently Asked Questions
- Advanced Charity Techniques: Maximizing Your Deduction
- Charitable Contributions of Property: Maximizing the Deduction
- Charitable Contributions: How To Give Wisely
- Charitable Contributions: Frequently Asked Questions
- Charitable Deductions: Frequently Asked Questions
- Investment Basics: What You Should Know
- Investment Options: Frequently Asked Questions
- Asset Allocation: How To Diversify For Maximum Return
- Buying On Margin: How It Works and What To Watch Out For
- Financial Planning Checklist
- Investment Clubs: What You Need To Know
- Swap Tactic Lets You Defer Capital Gains Tax
- Changing Jobs? Don’t Forget Your 401(k)
- How Brokers Execute Trades: What Every Investor Should Know
- Investing In Mutual Funds: The Time-Tested Guidelines
- Mutual Fund Taxation: How To Cut The Tax Bite
- Mutual Funds: Frequently Asked Questions
- Stocks: Frequently Asked Questions
- Bonds: Frequently Asked Questions
- Penny Stocks: How To Investigate Them and Avoid the Traps
- Annuities: How They Work and When You Should Use Them
- Annuities: Frequently Asked Questions
- 10 Retirement Saving Tips
- Your Retirement Plan: How To Get Started
- Retirement Assets: Frequently Asked Questions
- Developing a Financial Plan: Frequently Asked Questions
- IRAs: Frequently Asked Questions
- Traditional vs Roth IRAs: Frequently Asked Questions
- Roth IRAs: How They Work and How To Use Them
- How Much Will I Need To Save For Retirement?
- How Much Can I Contribute To An IRA?
- Should I Convert To A Roth IRA?
- What Is My Projected Required Minimum Distribution?
- How Do Taxes and Inflation Impact My Investment Return?
- When Should I Begin Saving For Retirement?
- Becoming A Millionaire
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