Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When considering life insurance, it's important to understand your options.
Here are 4 great, and sometimes unexpected, places to raise a family.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Calculating your potential Social Security benefit is a three-step process.
Retirees traveling abroad need to know that their health insurance travels with them.
Do your insurance needs stay the same when the nest empties?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How do the markets usually react to elections? Was the 2016 election any different?
Do you know how to set up your financial goals for success? This knight does.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
That big list of dreams and goals isn't the only way to look at your bucket list.