Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Here are six flags that may make your tax return prime for an IRS audit.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
It's important to make sure your retirement strategy anticipates health-care expenses.
Technology tips to make your next trip even better.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Around the country, attitudes about retirement are shifting.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Pundits say a lot of things about the markets. Let's see if you can keep up.