Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A change in your mindset during retirement may drive changes to your portfolio.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Did you know money is a leading cause for break-ups and divorce among couples?
Marriage changes everything, including your insurance needs.
Five strategies for managing your student debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Taking your Social Security benefits at the right time may help maximize your benefit.
Disability happens to more people, more often than you may think, and it lasts longer, too.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, cracking the code on bonds.