Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Second marriages are a trigger event to revisit any existing estate strategies.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Don’t overlook the need for renter’s insurance if you rent your home.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: Right Now.
Around the country, attitudes about retirement are shifting.
Women must be ready to spend, on average, more years in retirement than men.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, cracking the code on bonds.
