Helpful Content
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.