And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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."
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Ascertaining the value of your business is important for a variety of reasons.
Military families face unique challenges, making personal finance even more critical.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
A special needs trust helps care for a special needs child when you’re gone.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Have you explored all your options when it comes to managing your taxable income?
It’s never a bad time to speak with your financial advisor about changes in your situation.