A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Saving for College 101
Here’s a crash course on saving for college.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
An inside look at how marginal income tax brackets work.
How long does a $20 bill last?
A collection of tips from professional travelers.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is your plan for health care during retirement?
Agent Jane Bond is on the case, cracking the code on bonds.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.