U.S. Personal Savings Rate
What can be learned from the savings rate?
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
As our nation ages, many Americans are turning their attention to caring for aging parents.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
In the face of divorce, making changes to insurance coverage may be overlooked.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Are Real Estate Investment Trusts right for your portfolio?
Are you ready for retirement? Here are five words you should consider.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.