Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The earlier you start pursuing financial goals, the better your outcome may be.
This worksheet can help you estimate the costs of a four-year college program.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A windfall from a loved one can be both rewarding and complicated.
Even if you’re young and single, you should still consider protecting yourself.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
If you died, what would happen to your email archives, social profiles and online accounts?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.