Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
It's important to understand the pros and cons when considering a prepaid debit card.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Life insurance proceeds are generally tax-free. But not in all cases.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There’s an alarming difference between perception and reality for current and future retirees.