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Helpful Content

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Understanding the Alternate Valuation Date

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."

5 Keys to Fiscal Fitness

5 Keys to Fiscal Fitness

These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

5 Keys to Fiscal Fitness

These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

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