A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
If you find it hard to attain personal life goals, there’s an app for that!
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Life insurance proceeds are generally tax-free. But not in all cases.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Understanding the economy's cycles can help put current business conditions in better perspective.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
There are a few things to consider when buying or leasing your next vehicle.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A special needs trust helps care for a special needs child when you’re gone.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Roth IRAs are tax advantaged in a different way from traditional IRAs.