The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Taking regular, periodic withdrawals during retirement can be quite problematic.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investors seeking world investments can choose between global and international funds. What's the difference?
Making the most of surprises is a great reason to work with us.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What does your home really cost?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.