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."
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Even if you’re young and single, you should still consider protecting yourself.
There are things about Social Security that might surprise you.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here’s a guide to explain all the parts of Medicare.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Make your retirement as exciting as your next vacation.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here’s a crash course on saving for college.