Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
An inside look at how marginal income tax brackets work.
Don’t overlook the need for renter’s insurance if you rent your home.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
You’ve made investments your whole life. Work with us to help make the most of them.
