Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Second marriages are a trigger event to revisit any existing estate strategies.
Gaining a better understanding of municipal bonds makes more sense than ever.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Five strategies for managing your student debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Smart investors take the time to separate emotion from fact.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
With alternative investments, it’s critical to sort through the complexity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate