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The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Second marriages are a trigger event to revisit any existing estate strategies.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
For many, retirement includes contributing their time and talents to an organization in need.
Purchasing homeowners insurance is critical for protecting your home.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, cracking the code on bonds.
How will you weather the ups and downs of the business cycle?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here is a quick history of the Federal Reserve and an overview of what it does.