When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Here’s a guide to explain all the parts of Medicare.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The true cost of raising a child may be far more than you expect.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
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.
Around the country, attitudes about retirement are shifting.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here are five facts about Social Security that might surprise you.