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."
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
When to start? Should I continue to work? How can I maximize my benefit?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
For many, retirement includes contributing their time and talents to an organization in need.
Understanding how capital gains are taxed may help you refine your investment strategies.
At what point can you call a personal vehicle commercial?
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Taking your Social Security benefits at the right time may help maximize your benefit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
For women, retirement strategy is a long race. It’s helpful to know the route.
Do you have causes that you want to support with donations?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.