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Listen to episodes of Money Made Easy, with Charlie and Paul, the Duncan Brothers.
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How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The Best Apps in Travel
Technology tips to make your next trip even better.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Saving for College 101
Here’s a crash course on saving for college.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.