Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
A quick look at how federal income taxes work.
This worksheet can help you estimate the costs of a four-year college program.
Five strategies for managing your student debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
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.
Three things to consider before dipping into retirement savings to pay for college.
If you died, what would happen to your email archives, social profiles and online accounts?
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, covering how bond laddering works.
Smart investors take the time to separate emotion from fact.
What does your home really cost?