Other Financial Topics
Calculators
- Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
- Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
- Long-Term Care Self Insurance
Will you be able to afford nursing home care?
Research Articles
- Am I Prepared for Long-Term Care Expenses?
The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
- Do I Need Disability Income Insurance?
Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.
- How Can a Living Trust Help Me Control My Estate?
A living trust can help control the distribution of your estate upon death.
- How Can I Benefit from a Charitable Lead Trust?
Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.
- How Can I Benefit from a Charitable Remainder Trust?
A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.
- How Can I Benefit from a Wealth Replacement Trust?
A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.
- How Can My Gift Benefit Me and the Charity?
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
- How Likely Am I to Need Long-Term Care?
If you were to suffer an illness or disability that required long-term nursing care, would you be covered?
- How Long Will It Take to Double My Money?
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
- How Will I Pay Estate Taxes?
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
- Managing Retirement Plans
- Market Indicators
- Money Market Funds
- Mutual Fund Profits
- Mutual Funds vs. Stocks
- Savings Alternatives
- Types of Mutual Funds
- Variable Annuities
- What Are Some Tips for Managing My Money?
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
- What Are the Pitfalls of Probate?
The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.
- What Is Tax Deferral?
There can be a substantial benefit to deferring taxes as long as possible.
- What Is the Best Form of Property Ownership for Me?
Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.
- What Is the History of the Federal Estate Tax?
Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.
- What Is the Tax History of the United States?
United States tax law is a constantly changing landscape. The latest major piece of tax legislation is the Tax Cuts and Jobs Act of 2017.
- What Key Estate Planning Tools Should I Know About?
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
- What Savings Alternatives Are Available?
There are a number of savings alternatives that could help you earn a reasonable rate of return.