The federal government requires deceased individuals to file a final income tax return.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Knowing the rules may help you decide when to start benefits.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are a few things to consider when buying or leasing your next vehicle.
Make your retirement as exciting as your next vacation.
Making the most of surprises is a great reason to work with us.
