Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Gaining a better understanding of municipal bonds makes more sense than ever.
What does the Tax Reform and Jobs Act mean for you?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, cracking the code on bonds.