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 Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Learn about a financial asset that can help you build a stronger financial future.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Consolidating your assets onto one platform can reap multiple benefits.
The latest trends in travel reflect a rich menu of exciting new possibilities.
The uncertainties we face in retirement can erode our sense of confidence.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
When should you take your Social Security benefit?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There are hundreds of ETFs available. Should you invest in them?
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.