Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The true cost of raising a child may be far more than you expect.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you have causes that you want to support with donations? Here are three tips.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What if instead of buying that vacation home, you invested the money?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What is your plan for health care during retirement?