Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How to help determine life insurance needs to provide for your family after you pass away.
For many, retirement includes contributing their time and talents to an organization in need.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.
Women must be ready to spend, on average, more years in retirement than men.
What does your home really cost?
Why are 401(k) plans, annuities, and IRAs so popular?