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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

When to start? Should I continue to work? How can I maximize my benefit?

This article may help you maximize the benefits of your donation for your chosen charity.

Understanding the types of extended care services—and what those services could cost—may be critical.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Bonds may outperform stocks one year only to have stocks rebound the next.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Get a snapshot of your overall financial picture by calculating your total net worth.

See how long a lump sum of savings could last based on your withdrawal rate and return.

See how much you may need to save now to cover future college costs for your child.

Use this calculator to assess the potential benefits of a home mortgage deduction.

See how inflation over time could affect the purchasing power of your retirement income.

Estimate how much life insurance coverage may be appropriate for your situation.

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Even low inflation rates can pose a threat to investment returns.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

When should you take your Social Security benefit?

If you died, what would happen to your email archives, social profiles and online accounts?

In the world of finance, the effects of the "confidence gap" can be especially apparent.