How Stocks Work
Understanding how a stock works is key to understanding your investments.
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."
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 understand how inflation is reported and how it can affect investments.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A letter of instructions provides additional and more personal information regarding your estate.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential capital gains taxes due on your transactions.
There are some key concepts to understand when investing for retirement
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.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
Here are five facts about Social Security that might surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Smart investors take the time to separate emotion from fact.
Have you explored all of your choices when it comes to managing your taxable income?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”