This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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 looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
This calculator can help you determine whether you should consider converting to a Roth IRA.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.