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."
Around the country, attitudes about retirement are shifting.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn when it may not make sense to file a claim on your home insurance.
Don’t overlook the need for renter’s insurance if you rent your home.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are a few things to consider when buying or leasing your next vehicle.
The market is as unpredictable as the weather. We’d love to help you prepare.
When do you need a will? The answer is easy: Right Now.