A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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."
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Second marriages are a trigger event to revisit any existing estate strategies.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Technology tips to make your next trip even better.
When you’re married and have children, insurance needs will be different.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Have you found yourself suddenly single? Here are 3 steps to take right now.
What if instead of buying that vacation home, you invested the money?
How will you weather the ups and downs of the business cycle?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.