All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
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."
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
For many, retirement includes contributing their time and talents to an organization in need.
Knowing the rules may help you decide when to start benefits.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
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.
A presentation about managing money: using it, saving it, and even getting credit.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
It's easy to let investments accumulate like the junk in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.