Federal estate taxes have long since been a lucrative source of funding for the federal government.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Do you have an estate strategy? You should.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a crash course on saving for college.
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.