Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A quick look at how federal income taxes work.
For some, the social impact of investing is just as important as the return, perhaps more important.
Do you have an estate strategy? You should.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
For women, retirement strategy is a long race. It’s helpful to know the route.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.