Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Second marriages are a trigger event to revisit any existing estate strategies.
For some, the social impact of investing is just as important as the return, perhaps more important.
Here are five facts about Social Security that are important to keep in mind.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
All about how missing the best market days (or the worst!) might affect your portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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.
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.