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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Retirees traveling abroad need to know that their health insurance travels with them.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here’s a quick guide to checking to see if you have unclaimed money.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, cracking the code on bonds.
That big list of dreams and goals isn't the only way to look at your bucket list.
Around the country, attitudes about retirement are shifting.