It's important to make sure your retirement strategy anticipates health-care expenses.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Take the guesswork out of your IEP or SEP with this helpful article.
Learn about all the parts of Medicare with this informative and enjoyable article.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations?
A couple become Retirement Plan Detectives, searching records from old employers.