When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Understanding how capital gains are taxed may help you refine your investment strategies.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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 will you weather the ups and downs of the business cycle?
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.
A bucket plan can help you be better prepared for a comfortable retirement.