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."
How does your ideal retirement differ from reality, and what can we do to better align the two?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Are women prepared for a 20-year retirement?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Building wealth requires protection from the forces of wealth destruction.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When do you need a will? The answer is easy: Right Now.