Did you know that over $20 trillion in assets are indexed or benchmarked to the Standard & Poor’s 500 Composite Index, including over $13 trillion in indexed assets?1,2 The S&P 500 is ubiquitous – we […] Read More

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how to better manage potential probate fees, let’s explore what probate […] Read More

Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. Seven in ten people over age 65 can expect to need […] Read More

If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is the right one, here are some things to consider. How much can my […] Read More

Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.1 How to assess the value of an estate Select the date of […] Read More

The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation. The real rate of return indicates whether you are gaining or losing […] Read More

Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. The average household spends more on taxes than on groceries, clothing, or healthcare. […] Read More

No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving […] Read More

Concerns over identity theft continue to grow, especially with the news of data breaches at major companies and financial institutions. Unfortunately, you have little control over when a company is hacked, but you do have […] Read More