Most Recent Resource Articles
10 Least Tax-Friendly States for Retirees 2016
Retirees have special concerns when evaluating state tax policies. For instance, the mortgage might be paid off, but how bad are the property taxes--and how generous are the property-tax breaks [...]
6 Questions About 529 Plans
What parents need to know about saving for college If you’re saving for your child’s higher education, you probably have a lot of questions besides “When did college get [...]
Interest Rates and Equity Returns
What will happen to equity returns if interest rates go up or down? Wei Dai, PhD, examined US market returns and a variety of interest rates and found the empirical relation has been weak and noisy.
Examining Donor-Advised Funds: Making it Easy to Make A Difference
Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised Funds (DAFs). DAFs [...]
Some Easy Tools to Help Prioritize
We often think new year's day is when we should set new goals for ourselves. However, there is no better time than the present to begin something that is [...]