Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Military families face unique challenges, making personal finance even more critical.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Recent changes in estate tax laws could affect the strategy you have in place.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.