“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
It may help your business be better prepared in the event of the death of a principal or key employee.
What does the Tax Reform and Jobs Act mean for you?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
For many, retirement includes contributing their time and talents to an organization in need.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Smart investors take the time to separate emotion from fact.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What does your home really cost?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.