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
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The market is as unpredictable as the weather. We’d love to help you prepare.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Military families face unique challenges, making personal finance even more critical.
Try these activities to keep your brain sharp.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Five creative (and inexpensive) ideas for motivating your employees.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Here are five facts about Social Security that might surprise you.
There are a few things to consider when buying or leasing your next vehicle.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.