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What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Technology tips to make your next trip even better.
A four-step framework for building a personal legacy.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
An inside look at how marginal income tax brackets work.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are a few things to consider when buying or leasing your next vehicle.
How will you weather the ups and downs of the business cycle?
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, cracking the code on bonds.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.