A four-step framework for building a personal legacy.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
These food myths will really put a drain on your wallet.
Tips on insuring your teen driver.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Recent changes in estate tax laws could affect the strategy you have in place.
Have you explored all your options when it comes to managing your taxable income?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
The decision whether to buy or rent a home may have long-term implications.