Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Tips to avoid checking in luggage on your next vacation.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
It may help your business be better prepared in the event of the death of a principal or key employee.
Do you know where the idea of “retirement” comes from?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Make your retirement as exciting as your next vacation.
Smart investors take the time to separate emotion from fact.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are hundreds of ETFs available. Should you invest in them?