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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Couples may be able to head off many of the problems in a marriage that money can cause.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Understanding how a stock works is key to understanding your investments.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn a little about worldwide currency in this fun infographic
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, cracking the code on bonds.