Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
What can be learned from the savings rate?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
It's important to understand how inflation is reported and how it can affect investments.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
With alternative investments, it’s critical to sort through the complexity.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It's easy to let investments accumulate like old receipts in a junk drawer.