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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The market is as unpredictable as the weather. We’d love to help you prepare.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.