How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
It's important to make sure your retirement strategy anticipates health-care expenses.
A look inside the U.S. government's statistics on household net worth.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Is your estate in order? This short quiz may help you assess your overall strategy.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Agent Jane Bond is on the case, cracking the code on bonds.
You’ve made investments your whole life. Work with us to help make the most of them.
There’s an alarming difference between perception and reality for current and future retirees.
Taking your Social Security benefits at the right time may help maximize your benefit.
When do you need a will? The answer is easy: Right Now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.