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Building Your Legacy
A four-step framework for building a personal legacy.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Here are six flags that may make your tax return prime for an IRS audit.
Don’t overlook the need for renter’s insurance if you rent your home.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A few strategies that may help you prepare for the cost of higher education.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When do you need a will? The answer is easy: Right Now.
What are your options for investing in emerging markets?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.