And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Second marriages are a trigger event to revisit any existing estate strategies.
How long does a $20 bill last?
A look inside the U.S. government's statistics on household net worth.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Tips on insuring your teen driver.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here’s a crash course on saving for college.
Do you have causes that you want to support with donations? Here are three tips.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.