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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
How to Make the Tax Code Work for You
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.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
In the face of divorce, making changes to insurance coverage may be overlooked.
Purchasing homeowners insurance is critical for protecting your home.
It may help your business be better prepared in the event of the death of a principal or key employee.
A letter of instruction provides additional and more personal information regarding your estate.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
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 key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, cracking the code on bonds.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.
When do you need a will? The answer is easy: Right Now.
Understanding the cycle of investing may help you avoid easy pitfalls.