Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Building wealth requires protection from the forces of wealth destruction.
Six overlooked tax deductions to help manage your tax bill.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Ascertaining the value of your business is important for a variety of reasons.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What is your plan for health care during retirement?
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know these three personal finance sayings?