Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The decision whether to buy or rent a home may have long-term implications.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
There are nearly 1,200 ETFs available. Should you invest in them?