Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
For homeowners who think their property taxes are too high, there are ways to appeal.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Retirees traveling abroad need to know that their health insurance travels with them.
Five phases to changing unhealthy behaviors.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.