Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When do you need a will? The answer is easy: Right Now.
Looking ahead can help you conquer these unique obstacles.
How Medicare can address health care needs in your retirement strategy.
Get ready to enjoy America’s national park system with this helpful article.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
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.
What is your plan for health care during retirement?
When markets shift, experienced investors stick to their strategy.
It's easy to let investments accumulate like old receipts in a junk drawer.