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."
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
To choose a plan, it’s important to ask yourself four key questions.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Second marriages are a trigger event to revisit any existing estate strategies.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
What kind of auto insurance should you have? Do you know?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here’s a crash course on saving for college.
How will you weather the ups and downs of the business cycle?
Bucket lists don’t have to be for tomorrow.
Have you found yourself suddenly single? Here are 3 steps to take right now.