Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Lifestyle considerations in creating your retirement portfolio.
Do you have an estate strategy? You should.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.