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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."
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A letter of instruction provides additional and more personal information regarding your estate.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What's your vision of retirement?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Learn about the importance of having an estate strategy in this helpful and informative video.
What is your plan for health care during retirement?
What does your home really cost?
Imagine your ideal post-pandemic retirement with this animated video.
A bucket plan can help you be better prepared for a comfortable retirement.