A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
As our nation ages, many Americans are turning their attention to caring for aging parents.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
For many, retirement includes contributing their time and talents to an organization in need.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Calculating your potential Social Security benefit is a three-step process.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The decision whether to buy or rent a home may have long-term implications.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.