School of Financial Wellness

The four ways to convert home equity into usable money, covering HELOCs, cash-out refinancing, downsizing, and reverse mortgages.

Stocks finished mixed. Hiring rebounded in August. Manufacturing and services both expanded. The U.S. trade deficit widened.

Consulting work during the transition into retirement affects self-employment tax, Medicare premiums, and health insurance costs.

A complete guide to the resources behind a strong retirement plan, from saving and investing to tax and estate planning.

The method you use to donate to charity should maximize the benefit to your chosen organization and your tax return.

Rising oil prices can impact your stocks, bonds, and cash holdings as well as the overall economic outlook.

A trust can be a valuable tool to protect assets from creditors, tailor your estate plan, avoid probate, and maintain privacy.

An effective succession plan uses advance preparation to maximize your personal wealth while supporting business continuity.

If you have unused funds in a 529 plan or Coverdell ESA for your child, you can transfer, rollover, or withdraw the money.