When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
How long does a $20 bill last?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What kind of auto insurance should you have? Do you know?
Tips on insuring your teen driver.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.