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."
9 Facts About Social Security
There are things about Social Security that might surprise you.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
When considering life insurance, it's important to understand your options.
Five creative (and inexpensive) ideas for motivating your employees.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
When do you need a will? The answer is easy: Right Now.
How do the markets usually react to elections? Was the 2016 election any different?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
With alternative investments, it’s critical to sort through the complexity.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.