How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary â€”the €œAlternate Valuation Date."
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Hereâ€™s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
It's important to make sure your retirement strategy anticipates health-care expenses.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Earnings season can move markets. What is it and why is it important?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that home, you invested that money?
The decision whether to buy or rent a home may have long-term implications.
A quick history of the Federal Reserve and overview of what it does.