Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Tips on insuring your teen driver.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations? Here are three tips.
You’ve made investments your whole life. Work with us to help make the most of them.
Make your retirement as exciting as your next vacation.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Taking your Social Security benefits at the right time may help maximize your benefit.