Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
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9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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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.
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