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."
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Understanding how a stock works is key to understanding your investments.
A quick look at how federal income taxes work.
However exciting retiring abroad may sound, it deserves considerable planning.
Being healthy not only makes you feel good, it may also help you financially.
Gaining a better understanding of municipal bonds makes more sense than ever.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
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.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There’s an alarming difference between perception and reality for current and future retirees.
Do you have causes that you want to support with donations? Here are three tips.
How will you weather the ups and downs of the business cycle?
Understanding the cycle of investing may help you avoid easy pitfalls.
What if instead of buying that home, you invested that money?