The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
In the face of divorce, making changes to insurance coverage may be overlooked.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.