The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Your credit score may influence how much you pay for auto and home insurance.
This checklist can give you a quick snapshot of how prepared you are.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When markets shift, experienced investors stick to their strategy.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Explaining the SECURE Act and how the changes affect your retirement strategy.
When you retire, how will you treat your next chapter?
Agent Jane Bond is on the case, cracking the code on bonds.