Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Lifestyle considerations in creating your retirement portfolio.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, cracking the code on bonds.
Investors seeking world investments can choose between global and international funds. What's the difference?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
You’ve made investments your whole life. Work with us to help make the most of them.