Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Tips on insuring your teen driver.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There’s been a lot of talk about Tax Reform. What might it look like?
Women must be ready to spend, on average, more years in retirement than men.