Understanding Your Financial Journey
Regardless of your stage in life, your income or your goals, you need a financial game plan to effectively and efficiently guide you through your financial journey. Your monthly income and expenses, paying off debt, building short-term and long-term savings, and giving all come into play. So how do you make sense of it all?
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How to Make the Tax Code Work for You
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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Simple steps may help you foil hackers and protect your privacy.
These food myths will really put a drain on your wallet.
One of the most common questions people ask about Social Security is when they should start taking benefits.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
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 a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.