Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The History of Retirement
Do you know where the idea of “retirement” comes from?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Tax preparation may be the perfect time to give the household budget a check-up.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A quick look at how federal income taxes work.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How does your ideal retirement differ from reality, and what can we do to better align the two?
Around the country, attitudes about retirement are shifting.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a crash course on saving for college.