Life insurance proceeds are generally tax-free. But not in all cases.
The uncertainties we face in retirement can erode our sense of confidence.
Understanding how capital gains are taxed may help you refine your investment strategies.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, cracking the code on bonds.
There are a few things to consider when buying or leasing your next vehicle.
Around the country, attitudes about retirement are shifting.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.