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.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
How to help determine life insurance needs to provide for your family after you pass away.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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 income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
When do you need a will? The answer is easy: Right Now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.