Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are ways to improve your physical fitness without denting your fiscal fitness.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
One of the most common questions people ask about Social Security is when they should start taking benefits.
As our nation ages, many Americans are turning their attention to caring for aging parents.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The decision whether to buy or rent a home may have long-term implications.