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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Surprises

Making the most of surprises is a great reason to work with us.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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