Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Couples may be able to head off many of the problems in a marriage that money can cause.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you explored all your options when it comes to managing your taxable income?
Roth IRAs are tax advantaged in a different way from traditional IRAs.