Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
It's important to understand how inflation is reported and how it can affect investments.
Tips to avoid checking in luggage on your next vacation.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Do you have an estate strategy? You should.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
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 estimates the savings from paying a mortgage bi-weekly instead of monthly.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you have causes that you want to support with donations?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Here are five facts about Social Security that might surprise you.