A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
That big list of dreams and goals isn't the only way to look at your bucket list.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate