Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Five creative (and inexpensive) ideas for motivating your employees.
Even low inflation rates over an extended period of time can impact your finances in retirement.
A letter of instruction provides additional and more personal information regarding your estate.
It's important to understand the pros and cons when considering a prepaid debit card.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Smart investors take the time to separate emotion from fact.
That big list of dreams and goals isn't the only way to look at your bucket list.
With alternative investments, it’s critical to sort through the complexity.
Here’s a crash course on saving for college.
When do you need a will? The answer is easy: Right Now.