Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
Building wealth requires protection from the forces of wealth destruction.
Did you know money is a leading cause for break-ups and divorce among couples?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When should you take your Social Security benefit?
Agent Jane Bond is on the case, cracking the code on bonds.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate