Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
It's important to understand how inflation is reported and how it can affect investments.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding how capital gains are taxed may help you refine your investment strategies.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
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 a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Are Real Estate Investment Trusts right for your portfolio?
Agent Jane Bond is on the case, infiltrating the world of bonds.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.