Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A letter of instruction provides additional and more personal information regarding your estate.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
What is your plan for health care during retirement?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here are five facts about Social Security that might surprise you.