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."
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Bonds may outperform stocks one year only to have stocks rebound the next.
Learn how to address the challenges that women face when planning for retirement.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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 better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn about what risk tolerance really means in this helpful and insightful video.
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
Doing your research is key before buying a vacation home.