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Determine if you are eligible to contribute to a traditional or Roth IRA.
Here are some simple and inexpensive energy-saving tips that may help you save money.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Take the guesswork out of your IEP or SEP with this helpful article.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, cracking the code on bonds.