Saving for College 101
Here’s a crash course on saving for college.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
It's important to make sure your retirement strategy anticipates health-care expenses.
There are common mistakes you can avoid when saving for retirement.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
With alternative investments, it’s critical to sort through the complexity.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
Agent Jane Bond is on the case, cracking the code on bonds.