Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
Many business owners are surprised to learn that wages paid to a disabled employee, not subject to a written plan, are not tax-deductible business expenses.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.
An inside look at how marginal income tax brackets work.
Your healthcare coverage will change in retirement. Here are things you might do before your coverage switches.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
There are hundreds of ETFs available. Should you invest in them?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here’s a quick guide to checking to see if you have unclaimed money.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, cracking the code on bonds.
Here are five facts about Social Security that might surprise you.