Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
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."
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Understanding how a stock works is key to understanding your investments.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
An increasing number have been developed to help individuals with their personal finances.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
How will you weather the ups and downs of the business cycle?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.