And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Lifestyle considerations in creating your retirement portfolio.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When do you need a will? The answer is easy: Right Now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How will you weather the ups and downs of the business cycle?