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Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Understanding how a stock works is key to understanding your investments.
Here are 4 great, and sometimes unexpected, places to raise a family.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Four vacation destinations you might never have thought of.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
When do you need a will? The answer is easy: Right Now.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, cracking the code on bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?