Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Gaining a better understanding of municipal bonds makes more sense than ever.
For some, the social impact of investing is just as important as the return—perhaps, more important.
An increasing number have been developed to help individuals with their personal finances.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
With alternative investments, it’s critical to sort through the complexity.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: right now.