A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
When considering life insurance, it's important to understand your options.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Here's a breakdown of how the federal government spends your tax money.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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.
It's easy to let investments accumulate like the junk in a junk drawer.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.