Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Term insurance is the simplest form of life insurance. Here's how it works.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
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
There’s an alarming difference between perception and reality for current and future retirees.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
$1 million in a diversified portfolio could help finance part of your retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A special needs trust helps care for a special needs child when you’re gone.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.