What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you have an estate strategy? You should.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here are 4 great, and sometimes unexpected, places to raise a family.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, cracking the code on bonds.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here’s a quick guide to checking to see if you have unclaimed money.