What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
There are four very good reasons to start investing. Do you know what they are?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Steps to help you sustain and grow your retirement savings.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Even if you’re young and single, you should still consider protecting yourself.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
What does your home really cost?
Bucket lists don’t have to be for tomorrow.
When do you need a will? The answer is easy: Right Now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
An amusing and whimsical look at behavioral finance best practices for investors.