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Wills & Estates
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A look inside the U.S. government's statistics on household net worth.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Knowing the rules may help you decide when to start benefits.
Five creative (and inexpensive) ideas for motivating your employees.
One way to find money is to examine your current spending habits and eliminate money wasters.
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Even low inflation rates can pose a threat to investment returns.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The decision whether to buy or rent a home may have long-term implications.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, cracking the code on bonds.