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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here are six flags that may make your tax return prime for an IRS audit.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Even if you’re young and single, you should still consider protecting yourself.
When to start? Should I continue to work? How can I maximize my benefit?
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
When you retire, how will you treat your next chapter?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.