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."
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The uncertainties we face in retirement can erode our sense of confidence.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
What your life will look like after you leave work.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn about cyber liability insurance in this entertaining video.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
With alternative investments, it’s critical to sort through the complexity.
Even low inflation rates can pose a threat to investment returns.
You’ve made investments your whole life. Work with us to help make the most of them.