Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When considering life insurance, it's important to understand your options.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Being healthy not only makes you feel good, it may also help you financially.
Learn when it may not make sense to file a claim on your home insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What are your options for investing in emerging markets?
Do you have causes that you want to support with donations? Here are three tips.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
$1 million in a diversified portfolio could help finance part of your retirement.
The decision whether to buy or rent a home may have long-term implications.