The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Try these activities to keep your brain sharp.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Can you keep up with your children’s mobile slang?
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some key concepts to understand when investing for retirement
Smart investors take the time to separate emotion from fact.
How does your ideal retirement differ from reality, and what can we do to better align the two?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Even low inflation rates can pose a threat to investment returns.