Tax Preparation and Financial Planning from a "Tax Smart Perspective."
Newsletters
-
HOT TOPIC: Keeping an Eye on Corporate Debt
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
-
ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
-
Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
-
Avoiding Probate with a Transfer-on-Death Deed
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
Calculators
-
Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.