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."
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The S&P 500 represents 80% of the value of the U.S. equity market, it may be worth understanding.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Term insurance is the simplest form of life insurance. Here's how it works.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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.
The importance of life insurance, how it works, and how much coverage you need.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Have you explored all of your choices when it comes to managing your taxable income?
$1 million in a diversified portfolio could help finance part of your retirement.
Do you have causes that you want to support with donations? Here are three tips.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.