Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
At what point can you call a personal vehicle commercial?
There are common mistakes you can avoid when saving for retirement.
Here are 4 great, and sometimes unexpected, places to raise a family.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
What can be learned from the savings rate?
What does the Tax Reform and Jobs Act mean for you?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
When should you take your Social Security benefit?
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In good times and bad, consistently saving a percentage of your income is a sound financial practice.