A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
It's important to make sure your retirement strategy anticipates health-care expenses.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
In the face of divorce, making changes to insurance coverage may be overlooked.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here’s a crash course on saving for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?
What are your options for investing in emerging markets?