Around the country, attitudes about retirement are shifting.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Five phases to changing unhealthy behaviors.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Here are 4 great, and sometimes unexpected, places to raise a family.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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.
Making the most of surprises is a great reason to work with us.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.