A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Try these activities to keep your brain sharp.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Earnings season can move markets. What is it and why is it important?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Are Real Estate Investment Trusts right for your portfolio?
A bucket plan can help you be better prepared for a comfortable retirement.
With alternative investments, it’s critical to sort through the complexity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.