Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Even if you’re young and single, you should still consider protecting yourself.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
How to help determine life insurance needs to provide for your family after you pass away.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Building wealth requires protection from the forces of wealth destruction.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, cracking the code on bonds.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.
What is your plan for health care during retirement?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.