Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
In the face of divorce, making changes to insurance coverage may be overlooked.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here’s a crash course on saving for college.
There are hundreds of ETFs available. Should you invest in them?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?