Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
It's important to make sure your retirement strategy anticipates health-care expenses.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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 estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a quick guide to checking to see if you have unclaimed money.
What is your plan for health care during retirement?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are hundreds of ETFs available. Should you invest in them?
All about how missing the best market days (or the worst!) might affect your portfolio.