For Generations to Come
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Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Read this overview to learn how financial advisors are compensated.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A quick look at how federal income taxes work.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Even low inflation rates can pose a threat to investment returns.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here’s a crash course on saving for college.
Do you know how to set up your financial goals for success? This knight does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What does your home really cost?