Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
What’s the deal with your yearly free credit report?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
When should you take your Social Security benefit?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What does your home really cost?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.