When considering investing your hard-earned money, the first question should be, “Who can I trust?” .
You should place your trust in an investment professional that has the knowledge to guide you, the resources to help create the right plan and the commitment to stand by you for the long term..
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What’s the deal with your yearly free credit report?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are six flags that may make your tax return prime for an IRS audit.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How do the markets usually react to elections? Was the 2016 election any different?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
