Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
However exciting retiring abroad may sound, it deserves considerable planning.
A few strategies that may help you prepare for the cost of higher education.
Term insurance is the simplest form of life insurance. Here's how it works.
A look at how variable rates of return impact investors over time.
Knowing your options when a CD matures can help you make a sound investment decision.
A collection of tips from professional travelers.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Agent Jane Bond is on the case, cracking the code on bonds.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
If you died, what would happen to your email archives, social profiles and online accounts?
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.