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."
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Why have the markets been so volatile recently?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A special needs trust helps care for a special needs child when you’re gone.
Around the country, attitudes about retirement are shifting.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.