When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
When you’re married and have children, insurance needs will be different.
Learn when it may not make sense to file a claim on your home insurance.
What’s the deal with your yearly free credit report?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How does your ideal retirement differ from reality, and what can we do to better align the two?
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.