Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Determine whether you should consider refinancing your mortgage.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much do you need to save each year to meet your long-term financial goals?