When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?