Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Being healthy not only makes you feel good, it may also help you financially.
Military families face unique challenges, making personal finance even more critical.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Purchasing homeowners insurance is critical for protecting your home.
Ascertaining the value of your business is important for a variety of reasons.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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 importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Smart investors take the time to separate emotion from fact.
The decision whether to buy or rent a home may have long-term implications.
With alternative investments, it’s critical to sort through the complexity.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A special needs trust helps care for a special needs child when you’re gone.