The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
A collection of tips from professional travelers.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
All about how missing the best market days (or the worst!) might affect your portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Smart investors take the time to separate emotion from fact.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.