Rightsizing for Retirement
What does your home really cost?
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Here are 4 great, and sometimes unexpected, places to raise a family.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
How to help determine life insurance needs to provide for your family after you pass away.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Agent Jane Bond is on the case, cracking the code on bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It’s never a bad time to speak with your financial advisor about changes in your situation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.