What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Building Your Legacy
A four-step framework for building a personal legacy.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
How literate are you when it comes to your finances? Brush up with these five basics.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
What kind of auto insurance should you have? Do you know?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are you ready for retirement? Here are five words you should consider.
Women must be ready to spend, on average, more years in retirement than men.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.