What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The federal government requires deceased individuals to file a final income tax return.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are you ready for retirement? Here are five words you should consider.
Here are five facts about Social Security that might surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
When should you take your Social Security benefit?