Calculator

Estate

• When Special Care Is Needed: The Special Needs Trust

• What’s My Potential Estate Tax?

• What Is My Current Net Worth?

• What Is My Life Expectancy?

• Charitable Giving: Smart from the Heart

• Estate Management 101

• Exit Strategies of the Rich and Famous

• Test Your Estate Strategy Knowledge

• When Do You Need a Will?

• 4 Elements of an Estate Strategy

Insurance

• Long-Term Care Needs

• Lifetime of Earnings

• Disability Income

• Assess Your Life Insurance Needs

• Stay Safe with a B.O.P. At Your Back

• Test Your Life Insurance Knowledge

• The Wild West of Data Theft

• Life Insurance Myths: Debunked

• Extended Care: A Patchwork of Possibilities

• Is Term Life Insurance for You?

Investment

• The Business Cycle

• Emerging Market Opportunities

• 16 Wall Street Cliches in 60 Seconds

• Global and International Funds

• Are Alternative Investments Right for You?

• Jane Bond: Infiltrating the Market

• Jane Bond: Scaling the Ladder

• From Boats to Brokers

• Investments

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

Lifestyle

• Choosing a Mortgage

• To Buy or Not to Buy

• Suddenly Single: 3 Steps to Take Now

• What to Do When You Lose Your Wallet

• Coaches

• Surprises

• Forecast

• Comparing Mortgage Terms

• Should I Buy or Lease An Auto?

• How Much Home Can I Afford?

Money

• What Is My Current Cash Flow?

• Paying Off a Credit Card

• Historical Inflation

• Once Upon a Goal

• Surprise! You’ve Got Money!

• Budgeting After a Divorce

• The History of Currency

• Data Thieves From Outer Space

• The Latte Lie and Other Myths

• The Half Million Dollar Baby

Retirement

• Retirement Questions That Have Nothing to Do With Money

• Important Birthdays Over 50

• A Fruitful Retirement: Social Security Benefit

• Should You Borrow from Your 401(k)?

• Questions to Consider When Buying a Vacation Home

• Retiring the 4% Rule

• What Is a Roth 401(k)?

• Choices for Your 401(k) at a Former Employer

• Retirement Seen Through Your Eyes

• Social Security: The Elephant in the Room

Tax

• Comparing Investments

• Tax Freedom Day

• Social Security Tax

• Home Mortgage Deduction

• Capital Gains Tax Estimator

• The Facts About Income Tax

• Federal Income Tax

• Making Your Tax Bracket Work

• Tax Deductions You Won’t Believe

• Red Flags for Tax Auditors