Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
There are common mistakes you can avoid when saving for retirement.
Lifestyle considerations in creating your retirement portfolio.
Even if you’re young and single, you should still consider protecting yourself.
At what point can you call a personal vehicle commercial?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
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 helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A special needs trust helps care for a special needs child when you’re gone.
Here is a quick history of the Federal Reserve and an overview of what it does.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.