A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Here are 4 great, and sometimes unexpected, places to raise a family.
Protect yourself against the damage that your homeowners policy doesn’t cover.
To choose a plan, it’s important to ask yourself four key questions.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How do the markets usually react to elections? Was the 2016 election any different?
There are hundreds of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.