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Investing Can Pay Dividends
Dividends accounted for almost all of the S&P 500 returns from the beginning of 2000 to the end of September 2012.
Dividend (div΄ uh dend) n. A sum of money paid regularly by a company to its shareholders out of its profits or reserves.
Savvy investors have long understood the power of dividends. Think about it, if I receive a percentage of the value of my investment on a regular basis, every time I get paid, I lower my overall risk to my principal. Also, I may see a larger overall return on an investment that rises in value if I am realizing a regular dividend from that company. Seems simple enough, but don’t rush in too quick. When choosing dividend paying investments, always ask the following questions...
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Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
There are things about Social Security that might surprise you.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The tax rules that govern donating art are complex and confusing. Take a closer look.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
What is your plan for health care during retirement?
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.
Why are 401(k) plans, annuities, and IRAs so popular?