The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
It may help your business be better prepared in the event of the death of a principal or key employee.
One way to find money is to examine your current spending habits and eliminate money wasters.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Important items to consider when purchasing condo insurance.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a crash course on saving for college.
It's easy to let investments accumulate like old receipts in a junk drawer.
With alternative investments, it’s critical to sort through the complexity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.