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Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A change in your mindset during retirement may drive changes to your portfolio.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How does your ideal retirement differ from reality, and what can we do to better align the two?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know how to set up your financial goals for success? This knight does.
How will you weather the ups and downs of the business cycle?
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, cracking the code on bonds.