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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Don't let procrastination keep you from pursuing your financial dreams and goals.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Being healthy not only makes you feel good, it may also help you financially.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Second marriages are a trigger event to revisit any existing estate strategies.
Understanding how a stock works is key to understanding your investments.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, cracking the code on bonds.
Around the country, attitudes about retirement are shifting.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How will you weather the ups and downs of the business cycle?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate