An amusing and whimsical look at behavioral finance best practices for investors.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What does your home really cost?
Five overlooked tax deductions to help manage your tax bill.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Learn about all the parts of Medicare with this informative and enjoyable article.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
If you died, what would happen to your email archives, social profiles and online accounts?
A couple become Retirement Plan Detectives, searching records from old employers.