A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Do your insurance needs stay the same when the nest empties?
How to help determine life insurance needs to provide for your family after you pass away.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A few strategies that may help you prepare for the cost of higher education.
In the face of divorce, making changes to insurance coverage may be overlooked.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What are your options for investing in emerging markets?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Recent changes in estate tax laws could affect the strategy you have in place.