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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Understanding the value of a home warranty.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
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.
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.
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, cracking the code on bonds.