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.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
It's important to understand how inflation is reported and how it can affect investments.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Knowing the rules may help you decide when to start benefits.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What does your home really cost?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Recent changes in estate tax laws could affect the strategy you have in place.