And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Understanding how capital gains are taxed may help you refine your investment strategies.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Read this overview to learn how financial advisors are compensated.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If you died, what would happen to your email archives, social profiles and online accounts?
How does your ideal retirement differ from reality, and what can we do to better align the two?