Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The latest trends in travel reflect a rich menu of exciting new possibilities.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here are 4 great, and sometimes unexpected, places to raise a family.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Women must be ready to spend, on average, more years in retirement than men.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you have causes that you want to support with donations? Here are three tips.