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A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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."
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Second marriages are a trigger event to revisit any existing estate strategies.
Learn when it may not make sense to file a claim on your home insurance.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
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 how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Pundits say a lot of things about the markets. Let's see if you can keep up.
Even low inflation rates can pose a threat to investment returns.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Have you explored all of your choices when it comes to managing your taxable income?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.