Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the future value of your current savings.
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Writing a Letter of Instruction
A letter of instruction has no formal legal status, but it could be just as important as a will to help loved ones settle an estate.
Feeling Powerful? Take It to the Bank
A Stanford University study found that people who feel powerful are more likely to save for long-term goals.
Strategies to help freelancers in covering health-care costs, meeting tax requirements, and saving for retirement.
HOT TOPIC: Trans-Pacific Partnership
Potential pros and cons of the Trans-Pacific Partnership trade agreement and how it might affect the U.S. economy.