Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Understanding the value of a home warranty.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
A change in your mindset during retirement may drive changes to your portfolio.
Tips to avoid checking in luggage on your next vacation.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Here’s a crash course on saving for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learn how to harness the power of compound interest for your investments.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.