Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
To choose a plan, it’s important to ask yourself four key questions.
Do you know where the idea of “retirement” comes from?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
It's important to make sure your retirement strategy anticipates health-care expenses.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?
What are your options for investing in emerging markets?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.