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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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."
It sounds simple, but paying yourself first can really pay off.
A change in your mindset during retirement may drive changes to your portfolio.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know these three personal finance sayings?
What is your plan for health care during retirement?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you have causes that you want to support with donations? Here are three tips.