What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Life insurance proceeds are generally tax-free. But not in all cases.
Retirees traveling abroad need to know that their health insurance travels with them.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The federal government requires deceased individuals to file a final income tax return.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
That big list of dreams and goals isn't the only way to look at your bucket list.
What is your plan for health care during retirement?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
All about how missing the best market days (or the worst!) might affect your portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Agent Jane Bond is on the case, cracking the code on bonds.