Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
There are four very good reasons to start investing. Do you know what they are?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Do you understand these common mobile slang terms?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Do you know these three personal finance sayings?
Here is a quick history of the Federal Reserve and an overview of what it does.
Estate conservation is too important to put off. Do you have a smart exit strategy?
With alternative investments, it’s critical to sort through the complexity.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Making the most of surprises is a great reason to work with us.