When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Ascertaining the value of your business is important for a variety of reasons.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Healthy habits are one of the greatest gifts to give your child.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
All about how missing the best market days (or the worst!) might affect your portfolio.
When do you need a will? The answer is easy: Right Now.