Estate and Tax Planning
The 4 Personal Finance Professionals Everyone Should Consider Hiring
4/10/2023 12:00:00 AM 4 minute
Building a financial team can help you make the most out of your money. Learn about four personal finance professionals you should go to for financial advice.
The 4 Personal Finance Professionals Everyone Should Consider Hiring
4/10/2023 12:00:00 AM 4 minute
Building a financial team can help you make the most out of your money. Learn about four personal finance professionals you should go to for financial advice.
7 Common Estate Planning Mistakes — and How to Avoid Them
4/5/2023 12:00:00 AM 4 minute
Properly documenting your wishes helps your family avoid disputes and legal complications after you pass. Make sure to avoid these estate planning mistakes.
5 Ways to Avoid Probate
3/13/2023 12:00:00 AM 3 minute
Estate planning can be complicated. Though probate has a bad reputation, you may want to avoid the time and expenses that it can bring. Here's how you can plan to...
What Is the Net Investment Income Tax?
2/28/2023 12:00:00 AM 2 minute
The net investment income tax (NIIT) is a 3.8% tax applied to certain types of investment income. Learn when NIIT applies and how to reduce your tax burden.
Understanding Life Insurance: Find Out What You Need
2/20/2023 12:00:00 AM 3 minute
We break down life insurance so you don't have to. Find out what you need to know about life insurance and what coverage options are available to you.
10 Questions to Ask on a Nursing Home Tour
2/17/2023 12:00:00 AM 3 minute
Choosing the right nursing home for a loved one requires careful thought. Ask these questions and find out what to look for when touring a nursing home.
How to Leave a Financial Legacy for Your Family
2/8/2023 12:00:00 AM 2 minute
The legacy that you leave with your family is about so much more than physical assets. Learn the steps you can take to build a financial legacy that lasts.
Estate Planning with Adult Children 101
2/3/2023 12:00:00 AM 2 minute
Money talk is always tough, but it’s important that your kids understand how to navigate any future funds they’ll receive after you pass away. Here’s how...
What Are Required Minimum Distributions?
1/19/2023 12:00:00 AM 2 minute
It’s crucial to manage investment funds carefully in retirement, which includes taking required minimum distributions. Here’s what you need to know about RMDs.
I Inherited an IRA. Now What?
1/16/2023 12:00:00 AM 3 minute
Inheriting an IRA comes with complex responsibilities. Learn how inheriting an IRA works and some of your options for what to do with an inherited IRA.