Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It's important to understand the pros and cons when considering a prepaid debit card.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What are your options for investing in emerging markets?
Make your retirement as exciting as your next vacation.
What is your plan for health care during retirement?
The market is as unpredictable as the weather. We’d love to help you prepare.