Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Six overlooked tax deductions to help manage your tax bill.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here's a breakdown of how the federal government spends your tax money.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, cracking the code on bonds.
There are three things to consider before dipping into retirement savings to pay for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
Even low inflation rates can pose a threat to investment returns.