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."
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Being healthy not only makes you feel good, it may also help you financially.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A four-step framework for building a personal legacy.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
Even low inflation rates can pose a threat to investment returns.
Women must be ready to spend, on average, more years in retirement than men.