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."
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
What kind of auto insurance should you have? Do you know?
Are you worried about your retirement savings? You’re not alone.
An increasing number have been developed to help individuals with their personal finances.
Five strategies for managing your student debt.
The uncertainties we face in retirement can erode our sense of confidence.
When considering life insurance, it's important to understand your options.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Taking your Social Security benefits at the right time may help maximize your benefit.
What does your home really cost?
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
Would you guess that Millennials are effectively saving for retirement? Well, they are.