How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
One of the most common questions people ask about Social Security is when they should start taking benefits.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Marriage changes everything, including your insurance needs.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Purchasing homeowners insurance is critical for protecting your home.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The market is as unpredictable as the weather. We’d love to help you prepare.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How will you weather the ups and downs of the business cycle?