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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."
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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It's important to understand the pros and cons when considering a prepaid debit card.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
Here’s a crash course on saving for college.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?