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."
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Technology tips to make your next trip even better.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn about all the parts of Medicare with this informative and enjoyable article.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
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.
The market is as unpredictable as the weather. We’d love to help you prepare.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
Peer-to-peer payment apps are one of the newest ways to send money.