Other Financial Topics
Calculators
- Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
- 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.
- Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
- Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
- Savings Accumulation
Estimate the future value of your current savings.
Flipbooks
- Financial Management Insight: Strategies to Help Build Your Future
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
- Financial Protection: Using Insurance to Help Manage Life’s Risks
Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage.
- Time to Get Tax-Savvy: Managing Your Tax Burden
Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use.
- Wealth Preservation: Planning to Leave a Legacy
An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays.
Research Articles
- 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 Will I Pay Estate Taxes?
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
- What Is Tax Deferral?
There can be a substantial benefit to deferring taxes as long as possible.
- 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.
Videos
- Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.