The tax rules that govern donating art are complex and confusing. Take a closer look.
A letter of instruction provides additional and more personal information regarding your estate.
To choose a plan, it’s important to ask yourself four key questions.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
All about how missing the best market days (or the worst!) might affect your portfolio.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?