When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A quick look at how federal income taxes work.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Lifestyle considerations in creating your retirement portfolio.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Making the most of surprises is a great reason to work with us.
Even low inflation rates can pose a threat to investment returns.
In life it often happens that the answers to our most pressing questions are right in our own backyards.