This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
Estimate the future value of your current savings.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much will it cost to pay off a loan over its lifetime?
Knowing your likely life expectancy is an important factor in making long-term financial plans.