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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Beware the Better-Than-Average Effect
Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.
HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?
Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?
A Simple Way to Help Your Family
A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.
When Tea Leaves Won't Do
Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.
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