Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
At what point can you call a personal vehicle commercial?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A quick look at how federal income taxes work.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
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.
What does your home really cost?
Recent changes in estate tax laws could affect the strategy you have in place.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.