And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The item most homeowners forget on their home improvement project checklist is insurance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When considering life insurance, it's important to understand your options.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn how to harness the power of compound interest for your investments.
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.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
It’s never a bad time to speak with your financial advisor about changes in your situation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate