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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Purchasing homeowners insurance is critical for protecting your home.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Do you have an estate strategy? You should.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.