Calculating your potential Social Security benefit is a three-step process.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here are five facts about Social Security that are important to keep in mind.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
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.
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, covering how bond laddering works.
Why are 401(k) plans, annuities, and IRAs so popular?
Even low inflation rates can pose a threat to investment
Three things to consider before dipping into retirement savings to pay for college.