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 Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Read this overview to learn how financial advisors are compensated.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Understanding how capital gains are taxed may help you refine your investment strategies.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are hundreds of ETFs available. Should you invest in them?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?