Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Why are 401(k) plans, annuities, and IRAs so popular?
What are your options for investing in emerging markets?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are hundreds of ETFs available. Should you invest in them?