Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
In the face of divorce, making changes to insurance coverage may be overlooked.
An increasing number have been developed to help individuals with their personal finances.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
A letter of instruction provides additional and more personal information regarding your estate.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Learn about the importance of having an estate strategy in this helpful and informative video.
When you retire, how will you treat your next chapter?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here are five facts about Social Security that might surprise you.
What does your home really cost?
If you died, what would happen to your email archives, social profiles and online accounts?