A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
How much do you know about stocks?
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How Stocks Work
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Buy low, sell high. Easy to say, hard to do. Learn what it takes to set a steady course.
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The Cycle of Investing
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors