Trusted Wisdom for Important Financial Decisions
You can’t buy meaning in life, but money does make a difference. By mindfully planning your ﬁnances, you can work towards your most important life goals: your own enjoyment, your family’s ﬁnancial well-being, support for your community and the charities you value.
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."
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
However exciting retiring abroad may sound, it deserves considerable planning.
There are ways to improve your physical fitness without denting your fiscal fitness.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
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.
Principles that can help create a portfolio designed to pursue investment goals.
When do you need a will? The answer is easy: Right Now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know these three personal finance sayings?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?