Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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."
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Important items to consider when purchasing condo insurance.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Is your estate in order? This short quiz may help you assess your overall strategy.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Being healthy not only makes you feel good, it may also help you financially.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are hundreds of ETFs available. Should you invest in them?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It's easy to let investments accumulate like old receipts in a junk drawer.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.