Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
For homeowners who think their property taxes are too high, there are ways to appeal.
Couples may be able to head off many of the problems in a marriage that money can cause.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are Real Estate Investment Trusts right for your portfolio?
With alternative investments, it’s critical to sort through the complexity.
There’s an alarming difference between perception and reality for current and future retirees.
Have you explored all your options when it comes to managing your taxable income?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”