Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
When you retire, how will you treat your next chapter?
An overview of some fundamental steps when a loved one passes.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here are five facts about Social Security that are important to keep in mind.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.