Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Four vacation destinations you might never have thought of.
For homeowners who think their property taxes are too high, there are ways to appeal.
There are common mistakes you can avoid when saving for retirement.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Making the most of surprises is a great reason to work with us.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Around the country, attitudes about retirement are shifting.
Here’s a crash course on saving for college.