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Insights and understanding that can help you better define your financial objectives.Learn More
Rightsizing for Retirement
What does your home really cost?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Beware of these traps that could upend your retirement.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
For many, retirement includes contributing their time and talents to an organization in need.
What’s the deal with your yearly free credit report?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
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.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Women must be ready to spend, on average, more years in retirement than men.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.