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."
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
Explaining the SECURE Act and how the changes affect your retirement strategy.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know these three personal finance sayings?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learn how to harness the power of compound interest for your investments.