Good Health is Good Business
Good employee health can be great for the company’s bottom line.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
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."
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
For many, retirement includes contributing their time and talents to an organization in need.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
The decision whether to buy or rent a home may have long-term implications.
Here is a quick history of the Federal Reserve and an overview of what it does.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you explored all your options when it comes to managing your taxable income?