Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Six overlooked tax deductions to help manage your tax bill.
Tips to avoid checking in luggage on your next vacation.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Even low inflation rates can pose a threat to investment returns.
When should you take your Social Security benefit?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you know these three personal finance sayings?