Guides

Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals.

Life Events

  • Getting Married
  • Becoming a Parent
  • Preparing for College
  • Developing a Financial Plan
  • Dealing with Your Bank
  • Improving Your Credit
  • Choosing A Professional
  • Buying Insurance
  • Getting a Loan
  • Planning For Retirement
  • Buying & Maintaining A Car
  • Buying & Selling A Home
  • Planning Your Estate
  • Making Charitable Contributions
  • Avoiding Scams
  • Getting Divorced or Becoming Widowed
  • Coping with Major Illness
  • Coping with Death of a Loved One
  • Improving Your Retirement
  • Handling Other Situations

Business Strategies

  • Starting A Business
  • Running Your Business
  • Growing Your Business
  • Securing Business Loans
  • Selling/Exiting Your Business

Investment Strategies

  • Financial Guides
    • Investment Basics: What You Should Know
    • Asset Allocation: How To Diversify For Maximum Return
    • Buying On Margin: How It Works and What To Watch Out For
    • Financial Planning Checklist
    • Investment Clubs: What You Need To Know
    • Swap Tactic Lets You Defer Capital Gains Tax
    • Changing Jobs? Don't Forget Your 401(k)
    • How Brokers Execute Trades: What Every Investor Should Know
    • Investing In Mutual Funds: The Time-Tested Guidelines
    • Mutual Fund Taxation: How To Cut The Tax Bite
    • Penny Stocks: How To Investigate Them and Avoid the Traps
    • Annuities: How They Work and When You Should Use Them
    • 10 Retirement Saving Tips
    • Your Retirement Plan: How To Get Started
    • Roth IRAs: How They Work and How To Use Them
  • Frequently Asked Questions
    • Investment Options
    • Mutual Funds
    • Stocks
    • Bonds
    • Annuities
    • Retirement Assets
    • Developing a Financial Plan
    • IRAs
    • Traditional vs Roth IRAs
  • Financial Calculators
    • How Much Will I Need To Save For Retirement?
    • How Much Can I Contribute To An IRA?
    • Should I Convert To A Roth IRA?
    • What Is My Projected Required Minimum Distribution?
    • How Do Taxes and Inflation Impact My Investment Return?
    • When Should I Begin Saving For Retirement?
    • Becoming A Millionaire

Tax Strategies for Business Owners

  • Financial Guides
    • Tax Planning For Small Business Owners
    • 7 Biggest Misconceptions Business Owners Have About Their Returns
    • Travel and Entertainment: Maximizing the Tax Benefits
    • 7 Ways To Save Even More Income Taxes
    • The Home Office Deduction
    • Turn your Vacation Into a Tax Deduction
    • Form of Business Organization: Which Should You Choose?
    • Retirement Plan Options For Small Businesses
    • The "SIMPLE" Plan: A Retirement Plan for the Really Small Business
  • Frequently Asked Questions
    • Recordkeeping

Tax Strategies for Individuals

  • Financial Guides
    • Tax Saving Strategies: A Helpful Checklist
    • Travel and Entertainment: Maximizing the Tax Benefits
    • The "Nanny Tax" Rules: What To Do If You Have Household Employees
    • Higher Education Costs: How To Get The Best Tax Treatment
    • Selling Your Home: How To Minimize the Tax On the Gain
    • The Deductibility of Points
    • Annuities: How They Work and When You Should Use Them
    • Retirement Plan Distributions: When To Take Them
    • Retirement Plan Distributions: How To Take Them
    • Roth IRAs: How They Work and How To Use Them
    • Mutual Fund Taxation: How To Cut The Tax Bite
    • Advanced Charity Techniques: Maximizing Your Deduction
    • Charitable Contributions of Property: Maximizing the Deduction
    • Charitable Contributions: How To Give Wisely
  • Frequently Asked Questions
    • Tax Saving Strategies
    • Travel and Entertainment
    • "Nanny Tax" Rules
    • Tax Benefits of Higher Education
    • Annuities
    • Retirement Assets
    • Mutual Funds
    • Traditional vs Roth IRAs
    • Recordkeeping
    • Charitable Contributions
    • Charitable Deductions

Frequently Asked Questions

  • Business Owners
  • Home Owners
  • Financial Planning
  • Insurance
  • Life Events
  • Credit
  • Banking
  • Affluent Individuals
  • Parents
  • Taxes