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What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Rightsizing for Retirement
What does your home really cost?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There are four very good reasons to start investing. Do you know what they are?
It sounds simple, but paying yourself first can really pay off.
These food myths will really put a drain on your wallet.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This worksheet can help you estimate the costs of a four-year college program.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
Around the country, attitudes about retirement are shifting.