Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
In the face of divorce, making changes to insurance coverage may be overlooked.
A change in your mindset during retirement may drive changes to your portfolio.
The federal government requires deceased individuals to file a final income tax return.
Even if you’re young and single, you should still consider protecting yourself.
Second marriages are a trigger event to revisit any existing estate strategies.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
All about how missing the best market days (or the worst!) might affect your portfolio.