Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Knowing your options when a CD matures can help you make a sound investment decision.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here are six flags that may make your tax return prime for an IRS audit.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here’s a quick guide to checking to see if you have unclaimed money.
When should you take your Social Security benefit?
Have you found yourself suddenly single? Here are 3 steps to take right now.
The decision whether to buy or rent a home may have long-term implications.
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate