When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
How Income Taxes Work
A quick look at how federal income taxes work.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Probate can be a completely public process, or it can be managed to include as little information as possible.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Here’s a crash course on saving for college.
Do you know these three personal finance sayings?
What if instead of buying that vacation home, you invested the money?
The decision whether to buy or rent a home may have long-term implications.