And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Even if you’re young and single, you should still consider protecting yourself.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Healthy habits are one of the greatest gifts to give your child.
What can be learned from the savings rate?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How do the markets usually react to elections? Was the 2016 election any different?
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.