Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Learn when it may not make sense to file a claim on your home insurance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
It's important to understand the pros and cons when considering a prepaid debit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, cracking the code on bonds.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Smart investors take the time to separate emotion from fact.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It’s never a bad time to speak with your financial advisor about changes in your situation.