The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Important items to consider when purchasing condo insurance.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The item most homeowners forget on their home improvement project checklist is insurance.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Good employee health can be great for the company’s bottom line.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know these three personal finance sayings?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Making the most of surprises is a great reason to work with us.