Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
For many, retirement includes contributing their time and talents to an organization in need.
Good employee health can be great for the company’s bottom line.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The true cost of raising a child may be far more than you expect.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
When do you need a will? The answer is easy: Right Now.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, cracking the code on bonds.
A special needs trust helps care for a special needs child when you’re gone.
Pundits say a lot of things about the markets. Let's see if you can keep up.