Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
If you find it hard to attain personal life goals, there’s an app for that!
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
There are hundreds of ETFs available. Should you invest in them?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.