Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
An increasing number have been developed to help individuals with their personal finances.
Learn when it may not make sense to file a claim on your home insurance.
Knowing the rules may help you decide when to start benefits.
Regardless of how you approach retirement, there are some things about it that might surprise you.
One way to find money is to examine your current spending habits and eliminate money wasters.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here’s a crash course on saving for college.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, cracking the code on bonds.