If you were to become financially independent, what would change? Would you spend your time differently? Live in another place? What would you own? Would you work part-time? Ultimately, you want to define how you choose to live your life. It’s your dream, so there’s no wrong answer.

Keep in mind that any payouts for covered LTC expenses reduce (and are usually limited to) the life insurance death benefit that would go to your heirs, and benefits can be much less than those of a traditional long-term care policy…

Growth and value are opposite investment styles that tend to perform differently under different market conditions.

Estimated tax is used to pay both income tax and self-employment tax, as well as other taxes reported on your income tax return.

Review a summary of your portfolio’s total return (minus all fees) and compare the performance of each asset class against a relevant benchmark…

High stock prices also provided plenty of equity for deals involving the exchange of stock, while relatively-low borrowing costs made it possible to finance acquisitions…

About 10% of the approximately 62 million Social Security beneficiaries in December 2017 were receiving survivor benefits.

The filing deadline for most individuals is Monday, April 15, 2019….

An HSA is a tax-advantaged account that’s paired with a high-deductible health plan (HDHP). You can’t establish or contribute to an HSA unless you are enrolled in an HDHP…

The combined annual limit on contributions to traditional and Roth IRAs increased to $6,000 in 2019 (up from $5,500 in 2018), with individuals age 50 and older able to contribute an additional $1,000…