Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Ascertaining the value of your business is important for a variety of reasons.
The true cost of raising a child may be far more than you expect.
Is your estate in order? This short quiz may help you assess your overall strategy.
There are things about Social Security that might surprise you.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Using smart management to get more of what you want and free up assets to invest.
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
Learn more about taxes, tax-favored investing, and tax strategies.
What does your home really cost?
Agent Jane Bond is on the case, infiltrating the world of bonds.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Are you ready for retirement? Here are five words you should consider.