Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.
There are a few things to consider when buying or leasing your next vehicle.
What if instead of buying that vacation home, you invested the money?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Pundits say a lot of things about the markets. Let's see if you can keep up.