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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
When it comes to generational differences, knowing the facts can be difficult.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, cracking the code on bonds.
An amusing and whimsical look at behavioral finance best practices for investors.
Bucket lists don’t have to be for tomorrow.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.