The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you have causes that you want to support with donations? Here are three tips.
What are your options for investing in emerging markets?
You’ve made investments your whole life. Work with us to help make the most of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
The market is as unpredictable as the weather. We’d love to help you prepare.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.