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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Second marriages are a trigger event to revisit any existing estate strategies.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
Do you have causes that you want to support with donations? Here are three tips.
A special needs trust helps care for a special needs child when you’re gone.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a crash course on saving for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.