And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Investors who put off important investment decisions may face potential consequence to their future financial security.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Purchasing homeowners insurance is critical for protecting your home.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, infiltrating the world of bonds.