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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
It may help your business be better prepared in the event of the death of a principal or key employee.
Life insurance proceeds are generally tax-free. But not in all cases.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Tips to avoid checking in luggage on your next vacation.
Do your insurance needs stay the same when the nest empties?
A change in your mindset during retirement may drive changes to your portfolio.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Even low inflation rates can pose a threat to investment returns.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What are your options for investing in emerging markets?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.