Wealth / Retirement Planning
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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."
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Tips to avoid checking in luggage on your next vacation.
The tax rules that govern donating art are complex and confusing. Take a closer look.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Recent changes in estate tax laws could affect the strategy you have in place.
When do you need a will? The answer is easy: Right Now.
With alternative investments, it’s critical to sort through the complexity.