Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Understanding the types of extended care services—and what those services could cost—may be critical.
An inside look at how marginal income tax brackets work.
Term insurance is the simplest form of life insurance. Here's how it works.
It's important to make sure your retirement strategy anticipates health-care expenses.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Savvy investors take the time to separate emotion from fact.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There’s an alarming difference between perception and reality for current and future retirees.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.