AMT tax brackets for calendar year 2013 and 2014, including phaseout ranges where your tax rate is 6.5%-7% higher than the statutory rate.
Conclusion on whether the Vanguard Financial Plan is worth the time and cost and who should consider using it.
These free and paid online calculators will help you figure out when and how you should claim your Social Security benefits.
Detailed review of the consultation with a CFP professional from Vanguard, as a part of the Vanguard Financial Plan service. See how Vanguard CFP answered each question.
How should you prepare your taxes, use an accountant, buy software, or do it online? You will be surprised the best method is used by the least number of people.
Detailed review of the written plan provided by Vanguard as a part of its Vanguard Financial Plan service. Breakdown by section what the plan includes and doesn’t include.
In the massive data breach at Target, see why the Target REDCard debit cards experienced zero fraud.
Detailed review of the questionnaire used in the Vanguard Financial Plan service. See what it includes and doesn’t include.
The average investor will benefit from using a financial advisor, not just any financial advisor but a good one at a low cost. Learn how to find a good low-cost advisor at different asset levels.