Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
How long does a $20 bill last?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Retirees traveling abroad need to know that their health insurance travels with them.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
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 a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Taking your Social Security benefits at the right time may help maximize your benefit.