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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
How to help determine life insurance needs to provide for your family after you pass away.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.