Trusted Wisdom for Important Financial Decisions
You can’t buy meaning in life, but money does make a difference. By mindfully planning your ﬁnances, you can work towards your most important life goals: your own enjoyment, your family’s ﬁnancial well-being, support for your community and the charities you value.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Purchasing homeowners insurance is critical for protecting your home.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you died, what would happen to your email archives, social profiles and online accounts?
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How does your ideal retirement differ from reality, and what can we do to better align the two?