Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How long does a $20 bill last?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
However exciting retiring abroad may sound, it deserves considerable planning.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What is your plan for health care during retirement?
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
Smart investors take the time to separate emotion from fact.