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."
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Understanding the value of a home warranty.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Why have the markets been so volatile recently?
The federal government requires deceased individuals to file a final income tax return.
A look inside the U.S. government's statistics on household net worth.
How to help determine life insurance needs to provide for your family after you pass away.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
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.
What is your plan for health care during retirement?
Here’s a crash course on saving for college.
Do you know these three personal finance sayings?
Women must be ready to spend, on average, more years in retirement than men.
Here are five facts about Social Security that might surprise you.
Do you have causes that you want to support with donations? Here are three tips.