Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Second marriages are a trigger event to revisit any existing estate strategies.
An inside look at how marginal income tax brackets work.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Marriage changes everything, including your insurance needs.
Term insurance is the simplest form of life insurance. Here's how it works.
What’s the deal with your yearly free credit report?
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
Taking your Social Security benefits at the right time may help maximize your benefit.
Explaining the SECURE Act and how the changes affect your retirement strategy.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Have you found yourself suddenly single? Here are 3 steps to take right now.