You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Understanding how capital gains are taxed may help you refine your investment strategies.
For many, retirement includes contributing their time and talents to an organization in need.
Here are five facts about Social Security that are important to keep in mind.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There’s an alarming difference between perception and reality for current and future retirees.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.