9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Probate can be a completely public process, or it can be managed to include as little information as possible.
What’s the deal with your yearly free credit report?
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
It sounds simple, but paying yourself first can really pay off.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.
There’s been a lot of talk about Tax Reform. What might it look like?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.