Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
In the face of divorce, making changes to insurance coverage may be overlooked.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Technology tips to make your next trip even better.
Calculating your potential Social Security benefit is a three-step process.
There’s a link between debt and stress.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”