A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
How to help determine life insurance needs to provide for your family after you pass away.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here is a quick history of the Federal Reserve and an overview of what it does.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Recent changes in estate tax laws could affect the strategy you have in place.