Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
A look inside the U.S. government's statistics on household net worth.
When you’re married and have children, insurance needs will be different.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
What can be learned from the savings rate?
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Are you ready for retirement? Here are five words you should consider.
$1 million in a diversified portfolio could help finance part of your retirement.
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.
What is your plan for health care during retirement?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A bucket plan can help you be better prepared for a comfortable retirement.