The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Good employee health can be great for the company’s bottom line.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
An increasing number have been developed to help individuals with their personal finances.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
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.
How federal estate taxes work, plus estate management documents and tactics.
Investors seeking world investments can choose between global and international funds. What's the difference?
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate