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Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When you’re married and have children, insurance needs will be different.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Five phases to changing unhealthy behaviors.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
Learn how to harness the power of compound interest for your investments.
What if instead of buying that vacation home, you invested the money?
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What does your home really cost?