Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
An increasing number have been developed to help individuals with their personal finances.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
Here is a quick history of the Federal Reserve and an overview of what it does.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.