Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Knowing the rules may help you decide when to start benefits.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
That big list of dreams and goals isn't the only way to look at your bucket list.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Taking your Social Security benefits at the right time may help maximize your benefit.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.