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And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Being healthy not only makes you feel good, it may also help you financially.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Have you explored all of your choices when it comes to managing your taxable income?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
If you died, what would happen to your email archives, social profiles and online accounts?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.