A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How Income Taxes Work
A quick look at how federal income taxes work.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Six overlooked tax deductions to help manage your tax bill.
Purchasing homeowners insurance is critical for protecting your home.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
For many, retirement includes contributing their time and talents to an organization in need.
Four vacation destinations you might never have thought of.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
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.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know these three personal finance sayings?
Peer-to-peer payment apps are one of the newest ways to send money.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It’s never a bad time to speak with your financial advisor about changes in your situation.