When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Around the country, attitudes about retirement are shifting.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
There are things about Social Security that might surprise you.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
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 some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There’s been a lot of talk about Tax Reform. What might it look like?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Recent changes in estate tax laws could affect the strategy you have in place.